Brown Shipley & Co
$426M reported client assets across 1 advisory firms in FY2026 annual amendments
Reported client assets over time
$392M
$426M
2025
2026
Same-firm comparison: 1 firms that reported Brown Shipley & Co in both FY2025 and FY2026 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Scott Capital Partners Llp | $426M | $971M | 43.8% | 06/19/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.