DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

M.K. BROWN WEALTH ADVISORY

M.K. BROWN WEALTH ADVISORY, LLC, CRD 121269

OAKWOOD, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:328634f6-ff37-118a-478a-cf8a656622eb

Data as of Feb 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 4
On other graphs: 0
Observed: Dec 6, 2011 to Feb 26, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $166MItem 5.F on the latest filing (2026-02-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $163M
Private client RAUM: $166MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $166Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 282
Individual clients: 110
High net worth clients: 42
Custody, client assets: $76.9M
SEC number: 801-121348
CRD: 121269
Filings on the tape: 17
First filed: Dec 6, 2011
Latest filed: Feb 26, 2026
Organised: Limited Liability Company, OH
Website: mkbrown.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ELIZABETH BROWN KUSSMAN	n/a	Oakwood, OH	20	21	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KUSSMAN, ELIZABETH, BROWN	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	07/2024	Aug 5, 2024	Sep 3, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 26, 2026	$166M	$163M	3	1	0	n/a	n/a
2024	Feb 27, 2025	$164M	$162M	3	1	0	n/a	n/a
2023	Mar 13, 2024	$149M	$149M	4	2	0	n/a	n/a
2022	Feb 14, 2023	$128M	$128M	4	2	0	n/a	n/a
2021	Mar 16, 2022	$160M	$160M	4	2	0	n/a	n/a
2011	Jan 18, 2012	$55.0M	$45.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$166M	$164M	0.9%	$128M	8.9%	3	3	0	0

Relationships

Registered with (1)

← ELIZABETH BROWN KUSSMANAdvisorregistration: current employment
Aug 24, 2006 to presentfactForm ADV

Controls (1)

← KUSSMAN, ELIZABETH, BROWNOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Aug 5, 2024 to Sep 3, 2024factForm ADV

Dated events

Occurred
Aug 5, 2024
Control person left
Kuntz Martin Brown (Managing Member/Chief Compliance Officer) no longer on Schedule A of M.K. Brown Wealth Advisory (listed 2024-03-13, absent 2024-08-05)
Form ADVobserved 4 days ago
Occurred
Aug 5, 2024
Control person joined
Brown Elizabeth Kussman (Managing Member/Chief Compliance Officer) appeared on Schedule A of M.K. Brown Wealth Advisory
Form ADVobserved 4 days ago
Occurred
Apr 30, 2021
First Form ADV filing
M.K. Brown Wealth Advisory, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago
Occurred
Dec 6, 2011
Succession filed (Item 4)
M.K. Brown & Associates Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:328634f6-ff37-118a-478a-cf8a656622eb
First observed: Dec 6, 2011
Last observed: Feb 26, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

M.K. BROWN WEALTH ADVISORY

M.K. BROWN WEALTH ADVISORY, LLC, CRD 121269

OAKWOOD, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:328634f6-ff37-118a-478a-cf8a656622eb

Data as of Feb 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:31 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ELIZABETH BROWN KUSSMAN

n/a

Oakwood, OH

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KUSSMAN, ELIZABETH, BROWN

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

07/2024

Aug 5, 2024

Sep 3, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 26, 2026

$166M

$163M

n/a

2024

Feb 27, 2025

$164M

$162M

n/a

2023

Mar 13, 2024

$149M

n/a

2022

Feb 14, 2023

$128M

n/a

2021

Mar 16, 2022

$160M

n/a

2011

Jan 18, 2012

$55.0M

$45.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$166M

$164M

0.9%

$128M

8.9%