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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM over $100B

BROWN ADVISORY

BROWN ADVISORY LLC, CRD 110181

BALTIMORE, MD

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:c3cc5f09-50b5-0cbc-4e75-d5e90bbc84a7

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 93
Dated events: 17
On other graphs: 3
Observed: Mar 16, 2012 to Mar 31, 2026
46 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Brown Advisory

Private equity manager · shared crd

Independent Sponsorsidentity

Brown Advisory

Capital provider to sponsors · shared crd

Real Estate Fundsidentity

Brown Advisory

Real estate fund manager · shared crd

Facts

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

Firm class: mixed wealth managerderivedprivate_client_share=0.39 fund_share=0.37 institutional_share=0.17 related_bd=false related_bank=true bd_reps=7.0
Regulatory AUM: $124BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $119B
Private client RAUM: $49BderivedItem 5.D individuals plus high net worth individuals
Private client share: 39%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 25
RAUM per advisor: $5.0Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 782
Advisory employees: 272
Offices: 13Schedule D 1.F, beyond the principal office
Accounts: 26,390
Individual clients: 745
High net worth clients: 2,484
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $66B
SEC number: 801-38826
CIK: 1114667
CRD: 110181
Filings on the tape: 46
First filed: Mar 16, 2012
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, MD

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
GLEN MICAEL LAMBINICIO	n/a	BETHESDA, MD	27	29	n/a	no
JOHN THURSTON BEATY	n/a	BETHESDA, MD	21	36	n/a	no
RAYMOND G MCCLURE	n/a	BETHESDA, MD	21	32	n/a	no
ROBERT HUTCHINGS VERNON	Chartered Financial Analyst	BALTIMORE, MD	14	39	1	no
MICHAEL LLOYD FOSS	Chartered Financial Analyst	BALTIMORE, MD	14	39	1	no
BRIAN EDWARD GRANEY	Chartered Financial Analyst	BALTIMORE, MD	14	19	1	no
JOHN FRANCIS CAVANAUGH	n/a	BALTIMORE, MD	14	20	2	no
GEOFFREY R. B. CAREY	Chartered Financial Analyst	BALTIMORE, MD	14	24	1	no
KENNETH MAHER STUZIN	Chartered Financial Analyst	BALTIMORE, MD	14	25	1	no
JANE WILLIAMS KORHONEN	Chartered Financial Analyst	BALTIMORE, MD	14	28	1	no
DAVID PERRY NICHOLS	Chartered Financial Analyst	BALTIMORE, MD	14	25	n/a	no
TIMOTHY WRIGHT HATHAWAY	Chartered Financial Analyst	BALTIMORE, MD	14	32	n/a	no
DAVID BURCH HUNTER	Chartered Financial Analyst	BALTIMORE, MD	14	24	n/a	no
PAUL JOSEPH CHEW	Chartered Financial Analyst	BALTIMORE, MD	14	31	n/a	no
DAVID BAKER POWELL	Chartered Financial Analyst	BALTIMORE, MD	14	28	n/a	no
KARINA FUNK	Chartered Financial Analyst	BALTIMORE, MD	14	17	n/a	no
ERIKA LAVINA PAGEL	n/a	BALTIMORE, MD	13	25	1	no
EDWARD XAVIER TUNE	n/a	BALTIMORE, MD	12	34	n/a	no
JEANNE ONEILL	n/a	BALTIMORE, MD \| Wilmington, DE	10	42	2	no
IAN PHILLIP MCABEER	Chartered Financial Analyst	BALTIMORE, MD \| Austin, TX	10	17	2	no
EFFIMIA CHRISTINE KARIDES	n/a	Austin, TX \| BALTIMORE, MD	10	12	1	no
JON KRISTOPHER JESTER	Certified Financial Planner	BALTIMORE, MD \| Chapel Hill, NC	10	25	5	no
BERNARD KAROL NOWAK	Chartered Financial Analyst	New York, NY \| BALTIMORE, MD	9	25	1	no
CHRISTOPHER C HOLCOMBE	Certified Financial Planner	BALTIMORE, MD \| Boston, MA	9	12	1	no
COLIN KAMPFE	n/a	Austin, TX	7	10	1	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
BROWN ADVISORY GLOBAL FOCUS MASTER FUND LTD.	Other Private Fund	$617M	Mar 31, 2026	2	Mar 30, 2021	reported	021-294912
BROWN ADVISORY GLOBAL FOCUS OFFSHORE FUND LTD	Other Private Fund	$350M	Mar 31, 2026	48	Mar 30, 2021	reported	021-380937
BROWN ADVISORY GLOBAL FOCUS ONSHORE FUND LP	Other Private Fund	$270M	Mar 31, 2026	45	Mar 30, 2021	reported	021-380935
BROWN ADVISORY FUNDAMENTAL LONG/SHORT LLC	Hedge Fund	$104M	Dec 19, 2018	151	Mar 16, 2012	dropped	021-147755
BROWNSAVANO DIRECT CAPITAL PARTNERS, LP	Other Private Fund	$65.7M	Oct 27, 2014	151	Mar 16, 2012	dropped	021-149396
BROWN ADVISORY GLOBAL SELECT LLLP	Hedge Fund	$16.8M	Apr 1, 2013	69	Mar 16, 2012	dropped	021-98053
WINSLOW HEDGE FUND, L.P.	Hedge Fund	$11.9M	Oct 27, 2014	24	Mar 16, 2012	dropped	021-145653
BROWN ADVISORY GLOBAL FOCUS FUND, L.P.	Hedge Fund	$11.7M	Dec 18, 2020	12	Mar 28, 2018	dropped	021-294912
BROWN ADVISORY EMERGING MARKETS LLLP	Hedge Fund	$9.1M	Apr 1, 2013	38	Mar 16, 2012	dropped	021-140295
BROWN ADVISORY LATIN AMERICAN FUND, L.P.	Hedge Fund	$2.4M	Dec 9, 2021	11	Mar 30, 2020	dropped	021-348695
BROWN ADVISORY INVESTORS 2009-BLACKROCK PPIF, LLLP	Private Equity Fund	$12,762	Mar 31, 2014	30	Mar 16, 2012	dropped	021-139120
BROWN ADVISORY INVESTORS 2009-BLACKROCK PPIF(TE), LLLP	Private Equity Fund	$11,061	Mar 31, 2014	29	Mar 16, 2012	dropped	021-139107
BROWN ADVISORY INVESTORS 2009-CRTI EXEMPT I, LLLP	Private Equity Fund	$0	Mar 31, 2014	7	Mar 16, 2012	dropped	021-139118
BROWN ADVISORY INVESTORS SOTIERA LLC	Other Private Fund	$0	Apr 29, 2015	4	Apr 1, 2013	dropped	n/a
BROWN SOTIERA INVESTORS II, LLC	Other Private Fund	$0	Apr 29, 2015	4	Apr 1, 2013	dropped	n/a
BIA SILVERLAKE INVESTORS, LLLP	Private Equity Fund	$0	Mar 31, 2014	48	Mar 16, 2012	dropped	n/a
BROWN VENTURE INVESTORS LP / SERIES 1999 - ACM	Private Equity Fund	$0	Apr 29, 2015	24	Mar 16, 2012	dropped	n/a
BROWN ADVISORY INVESTORS 2009-CRTI I, LLLP	Private Equity Fund	$0	Mar 31, 2014	24	Mar 16, 2012	dropped	021-139116

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
BROWN ADVISORY MANAGEMENT LLC	HOLDING COMPANY AND MANAGING MEMEBER	E	yes	01/2012	Mar 31, 2026	Mar 31, 2026
FERNANDEZ, VICTOR	CHIEF COMPLIANCE OFFICER	Na	yes	05/2025	Mar 31, 2026	Mar 31, 2026
HANKIN, MICHAEL, DAVID	CO-PRESIDENT & CO- CEO	Na	yes	02/2025	Mar 31, 2026	Mar 31, 2026
PIERCE, SHANNON, MARIE	CHIEF FINANCIAL OFFICER CEO	Na	yes	05/2024	Mar 31, 2026	Mar 31, 2026
ROGERS, BRETT, DAVID	GENERAL COUNSEL	Na	yes	04/2010	Mar 31, 2026	Mar 31, 2026
WHITE, WILLIAM, OBRIEN	CHIEF OPERATING OFFICER	Na	yes	06/2023	Mar 31, 2026	Mar 31, 2026
BROWN ADVISORY GROUP HOLDINGS LLC	HOLDING COMPANY	C	yes	01/2016	Jan 29, 2016	May 17, 2024
BROWN ADVISORY INCORPORATED	UNIT HOLDER AND MANAGING MEMBER	F	yes	07/2008	Mar 16, 2012	May 17, 2024
COLEMAN, JULIE, PROUDFIT	DEPUTY GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	Na	yes	03/2023	Mar 30, 2023	May 17, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BROWN ADVISORY LTD.	n/a	Other adviser	$27B	N	yes	n/a
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC	n/a	Asset manager	$9.8B	N	yes	n/a
SIGNATURE FINANCIAL MANAGEMENT INC	n/a	Independent wealth	$7.6B	N	yes	n/a
BLUEPRINT LOCAL INVESTMENTS, LLC	n/a	n/a	n/a	N	yes	n/a
BROWN ADVISORY (IRELAND) LTD.	n/a	n/a	n/a	N	yes	n/a
BROWN ADVISORY (SINGAPORE) PTE. LTD	n/a	n/a	n/a	N	yes	n/a
BROWN ADVISORY TRUST COMPANY OF DELAWARE, LLC	n/a	n/a	n/a	N	yes	n/a
BROWN INVESTMENT ADVISORY & TRUST COMPANY	n/a	n/a	n/a	N	yes	n/a
BROWN SAVANO JV, LLC	n/a	n/a	n/a	N	yes	n/a
NEXTGEN OPPORTUNITY FUND GP, LLC	n/a	n/a	n/a	N	yes	n/a
NEXTGEN VENTRES FUND III, GP LLC	n/a	n/a	n/a	N	yes	n/a
NEXTGEN VENTURE PARTNERS LLC	n/a	n/a	n/a	N	yes	n/a
NEXTGEN VENTURES FUND I GP, LLC	n/a	n/a	n/a	N	yes	n/a
NEXTGEN VENTURES FUND II GP, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
WASHINGTON, DC	Dc	United States	39	no
Boston	Ma	United States	37	no
NEW YORK	NY	United States	26	no
Austin	TX	United States	17	no
Centreville	De	United States	8	no
CHAPEL HILL	Nc	United States	4	no
Nashville	Tn	United States	4	no
SAN FRANCISCO	CA	United States	3	no
Richmond	Va	United States	3	no
Charlotte	Nc	United States	2	no
Charlottesville	Va	United States	2	no
Norfolk	Va	United States	2	no
n/a	n/a	n/a	1	no

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 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$124B	$119B	782	272	13	3	n/a
2024	Mar 27, 2025	$122B	$3.9B	733	269	13	3	n/a
2023	Mar 28, 2024	$108B	$97B	657	267	14	3	$378M
2022	Mar 30, 2023	$98B	$85B	629	249	14	3	$239M
2021	Mar 29, 2022	$121B	$105B	637	221	11	3	$284M
2020	Mar 30, 2021	$88B	$78B	557	176	11	4	$69.1M
2019	Mar 30, 2020	$64B	$57B	480	166	11	2	$13.7M
2018	Mar 29, 2019	$48B	$43B	501	165	10	1	$4.0M
2017	Mar 28, 2018	$49B	$45B	468	140	7	2	$106M
2016	Mar 31, 2017	$41B	$38B	408	132	n/a	1	$57.8M
2015	Jan 29, 2016	$41B	$38B	433	137	n/a	1	$51.6M
2014	Mar 30, 2015	$41B	$38B	362	86	n/a	122	$1.1B
2013	Mar 31, 2014	$35B	$32B	307	80	n/a	108	$1.0B
2012	Apr 1, 2013	$23B	$21B	276	80	n/a	104	$1.1B
2011	Mar 16, 2012	$19B	$17B	n/a	n/a	n/a	80	$895M

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	4

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	$124B	$122B	2.0%	$98B	8.1%	782	733	13	13

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BROWN ADVISORY	2	Jun 6, 2019	May 23, 2019	NORFOLK, VA	Channel change	RIA to RIA	4.3%
BROWN ADVISORY	14	Jun 5, 2019	Jun 5, 2019	BALTIMORE, MD	Channel change	RIA to RIA	29.2%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BROWN ADVISORY	14	Dec 31, 2018	Dec 31, 2018	NORFOLK, VA	Firm absorbed	RIA to RIA	93.3%
HIGHMOUNT CAPITAL	3	May 26, 2017	Jun 20, 2017	NEW YORK, NY	Firm absorbed	Other	100.0%
OXBOW ADVISORS, LLC	2	Aug 4, 2016	Aug 4, 2016	AUSTIN, TX	Team lift out	Other	16.7%

Relationships

showing 80 of 93

Affiliated with (10)

← BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ BROWN ADVISORYRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ BROWN ADVISORY LTD.Registered adviserother investment adviser, common control
factForm ADV
← BROWN ADVISORYRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← BROWN ADVISORY LTD.Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← BROWN ADVISORY SECURITIES, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← MERITAGE CAPITALRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← BLACKHAW WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← HIGHMOUNT CAPITALRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Advises (6)

→ BROWN ADVISORY GLOBAL FOCUS ONSHORE FUND LPPrivate fundOther Private Fund, IA
Mar 30, 2021 to presentfactForm ADV
→ BROWN ADVISORY GLOBAL FOCUS OFFSHORE FUND LTDPrivate fundOther Private Fund, IA
Mar 30, 2021 to presentfactForm ADV
→ BROWN ADVISORY GLOBAL FOCUS MASTER FUND LTD.Private fundOther Private Fund, IA
Mar 30, 2021 to presentfactForm ADV
→ BROWN ADVISORY LATIN AMERICAN FUND, L.P.Private fundHedge Fund, IA, no longer reported
Mar 30, 2020 to Dec 9, 2021factForm ADV
→ BROWN ADVISORY GLOBAL FOCUS FUND, L.P.Private fundHedge Fund, IA, no longer reported
Mar 28, 2018 to Dec 18, 2020factForm ADV
→ BROWN ADVISORY FUNDAMENTAL LONG/SHORT LLCPrivate fundHedge Fund, IA, no longer reported
Mar 16, 2012 to Dec 19, 2018factForm ADV

Registered with (52)

← COLIN KAMPFEAdvisorregistration: current employment
Jun 11, 2019 to presentfactForm ADV
← CHRISTOPHER C HOLCOMBEAdvisorregistration: current employment
Jun 20, 2017 to presentfactForm ADV
← BERNARD KAROL NOWAKAdvisorregistration: current employment
May 31, 2017 to presentfactForm ADV
← JON KRISTOPHER JESTERAdvisorregistration: current employment
Sep 15, 2016 to presentfactForm ADV
← IAN PHILLIP MCABEERAdvisorregistration: current employment
Sep 9, 2016 to presentfactForm ADV
← EFFIMIA CHRISTINE KARIDESAdvisorregistration: current employment
Sep 9, 2016 to presentfactForm ADV
← JEANNE ONEILLAdvisorregistration: current employment
Oct 8, 2015 to presentfactForm ADV
← EDWARD XAVIER TUNEAdvisorregistration: current employment
Feb 20, 2014 to presentfactForm ADV
← ERIKA LAVINA PAGELAdvisorregistration: current employment
Oct 23, 2012 to presentfactForm ADV
← DAVID PERRY NICHOLSAdvisorregistration: current employment
Jun 7, 2012 to presentfactForm ADV
← TIMOTHY WRIGHT HATHAWAYAdvisorregistration: current employment
Jun 7, 2012 to presentfactForm ADV
← DAVID BURCH HUNTERAdvisorregistration: current employment
Jun 7, 2012 to presentfactForm ADV
← PAUL JOSEPH CHEWAdvisorregistration: current employment
Jun 7, 2012 to presentfactForm ADV
← DAVID BAKER POWELLAdvisorregistration: current employment
Jun 7, 2012 to presentfactForm ADV
← KARINA FUNKAdvisorregistration: current employment
Jun 7, 2012 to presentfactForm ADV
← JANE WILLIAMS KORHONENAdvisorregistration: current employment
Apr 26, 2012 to presentfactForm ADV
← JOHN FRANCIS CAVANAUGHAdvisorregistration: current employment
Apr 9, 2012 to presentfactForm ADV
← GEOFFREY R. B. CAREYAdvisorregistration: current employment
Apr 9, 2012 to presentfactForm ADV
← KENNETH MAHER STUZINAdvisorregistration: current employment
Apr 9, 2012 to presentfactForm ADV
← ROBERT HUTCHINGS VERNONAdvisorregistration: current employment
Mar 29, 2012 to presentfactForm ADV
← MICHAEL LLOYD FOSSAdvisorregistration: current employment
Mar 29, 2012 to presentfactForm ADV
← BRIAN EDWARD GRANEYAdvisorregistration: current employment
Mar 29, 2012 to presentfactForm ADV
← JOHN THURSTON BEATYAdvisorregistration: current employment
Jan 3, 2005 to presentfactForm ADV
← RAYMOND G MCCLUREAdvisorregistration: current employment
Jan 3, 2005 to presentfactForm ADV
← GLEN MICAEL LAMBINICIOAdvisorregistration: current employment
Mar 16, 1999 to presentfactForm ADV
← Jeffrey James KeadyAdvisorregistration: previous registration
Jul 7, 2017 to Jan 21, 2025factForm ADV
← ERIK GLENN COHENAdvisorregistration: previous registration
Aug 4, 2016 to Jan 8, 2025factForm ADV
← MEGAN P SCHAEFER-CURRANAdvisorregistration: previous registration
Feb 4, 2013 to Jan 2, 2025factForm ADV
← THOMAS MARTIN BLACKAdvisorregistration: previous registration
Dec 2, 2022 to Jan 6, 2024factForm ADV
← JONATHAN LEO LEVYAdvisorregistration: previous registration
Aug 4, 2016 to Dec 16, 2022factForm ADV
and 22 more

Controls (8)

← HANKIN, MICHAEL, DAVIDOwnerPRESIDENT & CEO, ownership code NA, individual
Mar 16, 2012 to May 17, 2024factForm ADV
← WHITE, WILLIAM, OBRIENOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Jul 28, 2023 to May 17, 2024factForm ADV
← ROGERS, BRETT, DAVIDOwnerGENERAL COUNSEL, ownership code NA, individual
Mar 16, 2012 to May 17, 2024factForm ADV
← PIERCE, SHANNON, MARIEOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
May 17, 2024 to May 17, 2024factForm ADV
← COLEMAN, JULIE, PROUDFITOwnerDEPUTY GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2023 to May 17, 2024factForm ADV
← BROWN ADVISORY GROUP HOLDINGS LLCOwnerHOLDING COMPANY, ownership code C, domestic entity
Jan 29, 2016 to May 17, 2024factForm ADV
← BROWN ADVISORY INCORPORATEDOwnerUNIT HOLDER AND MANAGING MEMBER, ownership code F, domestic entity
Mar 16, 2012 to May 17, 2024factForm ADV
← BROWN ADVISORY MANAGEMENT LLCOwnerHOLDING COMPANY AND MANAGING MEMEBER, ownership code E, domestic entity
Mar 16, 2012 to May 17, 2024factForm ADV

Moved with (3)

→ BROWN ADVISORYRegistered adviser14 advisors, team lift out
Jun 5, 2019 to Jun 5, 2019factForm ADV
← BROWN ADVISORYRegistered adviser14 advisors, firm absorbed, same day
Dec 31, 2018 to Dec 31, 2018factForm ADV
← HIGHMOUNT CAPITALRegistered adviser3 advisors, firm absorbed
May 26, 2017 to Jun 20, 2017factForm ADV

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 21, 2025
Advisor changed firm
Jeffrey James Keady left Brown Advisory for J.P. Morgan Securities Llc (registered 2024-09-11)
Form ADVobserved 4 days ago
Occurred
Jan 8, 2025
Advisor changed firm
Erik Glenn Cohen left Brown Advisory for Outrunner Capital, Llc (registered 2024-05-15)
Form ADVobserved 4 days ago
Occurred
Jan 2, 2025
Advisor changed firm
Megan P Schaefer-Curran left Brown Advisory for Captrust (registered 2025-01-02)
Form ADVobserved 4 days ago
Occurred
May 17, 2024
Control person left
Michael David Churchill (Chief Financial Officer) no longer on Schedule A of Brown Advisory (listed 2024-03-28, absent 2024-05-17)
Form ADVobserved 4 days ago
Occurred
May 17, 2024
Control person joined
Marie Shannon Pierce (Chief Financial Officer) appeared on Schedule A of Brown Advisory
Form ADVobserved 4 days ago
Occurred
Jan 6, 2024
Advisor changed firm
Thomas Martin Black left Brown Advisory for J.P. Morgan Securities Llc (registered 2024-09-18)
Form ADVobserved 4 days ago
Occurred
Jul 28, 2023
Control person joined
Obrien William White (Chief Operating Officer) appeared on Schedule A of Brown Advisory
Form ADVobserved 4 days ago
Occurred
Mar 30, 2023
Control person joined
Proudfit Julie Coleman (Deputy General Counsel & Chief Compliance Officer) appeared on Schedule A of Brown Advisory
Form ADVobserved 4 days ago
Occurred
Dec 16, 2022
Advisor changed firm
Jonathan Leo Levy left Brown Advisory for Outrunner Capital, Llc (registered 2024-05-15)
Form ADVobserved 4 days ago
Occurred
Dec 1, 2022
Advisor changed firm
John G. Snyder left Brown Advisory for Svb Wealth (registered 2022-11-01)
Form ADVobserved 4 days ago
Occurred
Oct 5, 2022
Advisor changed firm
Thomas Douglas Davis Graff left Brown Advisory for Facet (registered 2022-09-28)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2022
Regulatory AUM changed
Brown Advisory reported RAUM $120.6B, up 37% from $87.9B (2021-12-09 to 2022-03-29)
Form ADVobserved 4 days ago
$32.8B
Occurred
Mar 30, 2021
Regulatory AUM changed
Brown Advisory reported RAUM $87.9B, up 37% from $64.0B (2020-12-18 to 2021-03-30)
Form ADVobserved 4 days ago
$23.8B
Occurred
Mar 30, 2020
Regulatory AUM changed
Brown Advisory reported RAUM $64.0B, up 35% from $47.6B (2020-01-28 to 2020-03-30)
Form ADVobserved 4 days ago
$16.4B

Show 3 bookkeeping events

Occurred
Mar 30, 2023
Brown Advisory reported 29 state-registered advisory representatives, down from 47 (2022-04-13 to 2023-03-30)
Occurred
Mar 30, 2021
Brown Advisory reported 46 state-registered advisory representatives, up from 31 (2020-12-18 to 2021-03-30)
Occurred
Mar 30, 2020
Brown Advisory reported 31 state-registered advisory representatives, down from 48 (2020-01-28 to 2020-03-30)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c3cc5f09-50b5-0cbc-4e75-d5e90bbc84a7
First observed: Mar 16, 2012
Last observed: Mar 31, 2026 5 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.

BROWN ADVISORY

BROWN ADVISORY LLC, CRD 110181

BALTIMORE, MD

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:c3cc5f09-50b5-0cbc-4e75-d5e90bbc84a7

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:59 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GLEN MICAEL LAMBINICIO

n/a

BETHESDA, MD

n/a

JOHN THURSTON BEATY

n/a

BETHESDA, MD

n/a

RAYMOND G MCCLURE

n/a

BETHESDA, MD

n/a

ROBERT HUTCHINGS VERNON

Chartered Financial Analyst

BALTIMORE, MD

MICHAEL LLOYD FOSS

Chartered Financial Analyst

BALTIMORE, MD

BRIAN EDWARD GRANEY

Chartered Financial Analyst

BALTIMORE, MD

JOHN FRANCIS CAVANAUGH

n/a

BALTIMORE, MD

GEOFFREY R. B. CAREY

Chartered Financial Analyst

BALTIMORE, MD

KENNETH MAHER STUZIN

Chartered Financial Analyst

BALTIMORE, MD

JANE WILLIAMS KORHONEN

Chartered Financial Analyst

BALTIMORE, MD

DAVID PERRY NICHOLS

Chartered Financial Analyst

BALTIMORE, MD

n/a

TIMOTHY WRIGHT HATHAWAY

Chartered Financial Analyst

BALTIMORE, MD

n/a

DAVID BURCH HUNTER

Chartered Financial Analyst

BALTIMORE, MD

n/a

PAUL JOSEPH CHEW

Chartered Financial Analyst

BALTIMORE, MD

n/a

DAVID BAKER POWELL

Chartered Financial Analyst

BALTIMORE, MD

n/a

KARINA FUNK

Chartered Financial Analyst

BALTIMORE, MD

n/a

ERIKA LAVINA PAGEL

n/a

BALTIMORE, MD

EDWARD XAVIER TUNE

n/a

BALTIMORE, MD

n/a

JEANNE ONEILL

n/a

BALTIMORE, MD | Wilmington, DE

IAN PHILLIP MCABEER

Chartered Financial Analyst

BALTIMORE, MD | Austin, TX

EFFIMIA CHRISTINE KARIDES

n/a

Austin, TX | BALTIMORE, MD

JON KRISTOPHER JESTER

Certified Financial Planner

BALTIMORE, MD | Chapel Hill, NC

BERNARD KAROL NOWAK

Chartered Financial Analyst

New York, NY | BALTIMORE, MD

CHRISTOPHER C HOLCOMBE

Certified Financial Planner

BALTIMORE, MD | Boston, MA

COLIN KAMPFE

n/a

Austin, TX

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

BROWN ADVISORY GLOBAL FOCUS MASTER FUND LTD.

Other Private Fund

$617M

Mar 31, 2026

Mar 30, 2021

reported

021-294912

BROWN ADVISORY GLOBAL FOCUS OFFSHORE FUND LTD

Other Private Fund

$350M

Mar 31, 2026

Mar 30, 2021

reported

021-380937

BROWN ADVISORY GLOBAL FOCUS ONSHORE FUND LP

Other Private Fund

$270M

Mar 31, 2026

Mar 30, 2021

reported

021-380935

BROWN ADVISORY FUNDAMENTAL LONG/SHORT LLC

Hedge Fund

$104M

Dec 19, 2018

151

Mar 16, 2012

dropped

021-147755

BROWNSAVANO DIRECT CAPITAL PARTNERS, LP

Other Private Fund

$65.7M

Oct 27, 2014

151

Mar 16, 2012

dropped

021-149396

BROWN ADVISORY GLOBAL SELECT LLLP

Hedge Fund

$16.8M

Apr 1, 2013

Mar 16, 2012

dropped

021-98053

WINSLOW HEDGE FUND, L.P.

Hedge Fund

$11.9M

Oct 27, 2014

Mar 16, 2012

dropped

021-145653

BROWN ADVISORY GLOBAL FOCUS FUND, L.P.

Hedge Fund

$11.7M

Dec 18, 2020

Mar 28, 2018

dropped

021-294912

BROWN ADVISORY EMERGING MARKETS LLLP

Hedge Fund

$9.1M

Apr 1, 2013

Mar 16, 2012

dropped

021-140295

BROWN ADVISORY LATIN AMERICAN FUND, L.P.

Hedge Fund

$2.4M

Dec 9, 2021

Mar 30, 2020

dropped

021-348695

BROWN ADVISORY INVESTORS 2009-BLACKROCK PPIF, LLLP

Private Equity Fund

$12,762

Mar 31, 2014

Mar 16, 2012

dropped

021-139120

BROWN ADVISORY INVESTORS 2009-BLACKROCK PPIF(TE), LLLP

Private Equity Fund

$11,061

Mar 31, 2014

Mar 16, 2012

dropped

021-139107

BROWN ADVISORY INVESTORS 2009-CRTI EXEMPT I, LLLP

Private Equity Fund

Mar 31, 2014

Mar 16, 2012

dropped

021-139118

BROWN ADVISORY INVESTORS SOTIERA LLC

Other Private Fund

Apr 29, 2015

Apr 1, 2013

dropped

n/a

BROWN SOTIERA INVESTORS II, LLC

Other Private Fund

Apr 29, 2015

Apr 1, 2013

dropped

n/a

BIA SILVERLAKE INVESTORS, LLLP

Private Equity Fund

Mar 31, 2014

Mar 16, 2012

dropped

n/a

BROWN VENTURE INVESTORS LP / SERIES 1999 - ACM

Private Equity Fund

Apr 29, 2015

Mar 16, 2012

dropped

n/a

BROWN ADVISORY INVESTORS 2009-CRTI I, LLLP

Private Equity Fund

Mar 31, 2014

Mar 16, 2012

dropped

021-139116

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROWN ADVISORY MANAGEMENT LLC

HOLDING COMPANY AND MANAGING MEMEBER

yes

01/2012

Mar 31, 2026

FERNANDEZ, VICTOR

CHIEF COMPLIANCE OFFICER

yes

05/2025

Mar 31, 2026

HANKIN, MICHAEL, DAVID

CO-PRESIDENT & CO- CEO

yes

02/2025

Mar 31, 2026

PIERCE, SHANNON, MARIE

CHIEF FINANCIAL OFFICER CEO

yes

05/2024

Mar 31, 2026

ROGERS, BRETT, DAVID

GENERAL COUNSEL

yes

04/2010

Mar 31, 2026

WHITE, WILLIAM, OBRIEN

CHIEF OPERATING OFFICER

yes

06/2023

Mar 31, 2026

BROWN ADVISORY GROUP HOLDINGS LLC

HOLDING COMPANY

yes

01/2016

Jan 29, 2016

May 17, 2024

BROWN ADVISORY INCORPORATED

UNIT HOLDER AND MANAGING MEMBER

yes

07/2008

Mar 16, 2012

May 17, 2024

COLEMAN, JULIE, PROUDFIT

DEPUTY GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER

yes

03/2023

Mar 30, 2023

May 17, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BROWN ADVISORY LTD.

n/a

Other adviser

$27B

yes

n/a

BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

n/a

Asset manager

$9.8B

yes

n/a

SIGNATURE FINANCIAL MANAGEMENT INC

n/a

Independent wealth

$7.6B

yes

n/a

BLUEPRINT LOCAL INVESTMENTS, LLC

n/a

yes

n/a

BROWN ADVISORY (IRELAND) LTD.

n/a

yes

n/a

BROWN ADVISORY (SINGAPORE) PTE. LTD

n/a

yes

n/a

BROWN ADVISORY TRUST COMPANY OF DELAWARE, LLC

n/a

yes

n/a

BROWN INVESTMENT ADVISORY & TRUST COMPANY

n/a

yes

n/a

BROWN SAVANO JV, LLC

n/a

yes

n/a

NEXTGEN OPPORTUNITY FUND GP, LLC

n/a

yes

n/a

NEXTGEN VENTRES FUND III, GP LLC

n/a

yes

n/a

NEXTGEN VENTURE PARTNERS LLC

n/a

yes

n/a

NEXTGEN VENTURES FUND I GP, LLC

n/a

yes

n/a

NEXTGEN VENTURES FUND II GP, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

WASHINGTON, DC

United States

Boston

United States

NEW YORK

United States

Austin

United States

Centreville

United States

CHAPEL HILL

United States

Nashville

United States

SAN FRANCISCO

United States

Richmond

United States

Charlotte

United States

Charlottesville

United States

Norfolk

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$124B

$119B

782

272

n/a

2024

Mar 27, 2025

$122B

$3.9B

733

269

n/a

2023

Mar 28, 2024

$108B

$97B

657

267

$378M

2022

Mar 30, 2023

$98B

$85B

629

249

$239M

2021

Mar 29, 2022

$121B

$105B

637

221

$284M

2020

Mar 30, 2021

$88B

$78B

557

176

$69.1M

2019

Mar 30, 2020

$64B

$57B

480

166

$13.7M

2018

Mar 29, 2019

$48B

$43B

501

165

$4.0M

2017

Mar 28, 2018

$49B

$45B

468

140

$106M

2016

Mar 31, 2017

$41B

$38B

408

132

n/a

$57.8M

2015

Jan 29, 2016

$41B

$38B

433

137

n/a

$51.6M

2014

Mar 30, 2015

$41B

$38B

362

n/a

122

$1.1B

2013

Mar 31, 2014

$35B

$32B

307

n/a

108

$1.0B

2012

Apr 1, 2013

$23B

$21B

276

n/a

104

$1.1B

2011

Mar 16, 2012

$19B

$17B

n/a

$895M

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

$124B

$122B

2.0%

$98B

8.1%

782

733

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BROWN ADVISORY

Jun 6, 2019

May 23, 2019

NORFOLK, VA

Channel change

RIA to RIA

4.3%

BROWN ADVISORY

Jun 5, 2019

BALTIMORE, MD

Channel change

RIA to RIA

29.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BROWN ADVISORY

Dec 31, 2018

NORFOLK, VA

Firm absorbed

RIA to RIA

93.3%

HIGHMOUNT CAPITAL

May 26, 2017

Jun 20, 2017

NEW YORK, NY

Firm absorbed

Other

100.0%

OXBOW ADVISORS, LLC

Aug 4, 2016

AUSTIN, TX

Team lift out

Other

16.7%