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Brown Financial Advisory
Brown Financial Advisory is an independent investment advisory firm headquartered in Fairhope, Alabama. Founded in 1986, the firm has built a reputation for fiduciary service, focusing on helping clients across the United States align their financial resources with personal values and life goals. Providing comprehensive, fee-only investment management and financial planning, Brown Financial Advisory primarily serves individuals, families, and small businesses. The firm is led by an experienced team of professionals and is dedicated to personalized financial guidance and client education.
Investment Strategy
Brown Financial Advisory employs a holistic fiduciary approach, emphasizing long-term investment strategies tailored to each client's unique goals and values. The firm constructs portfolios based on global diversification, considering both asset allocation and risk management. Their investment philosophy prioritizes cost efficiency, transparency, and disciplined rebalancing, with recommendations built around evidence-based strategies and a commitment to acting solely in the client's best interests.
Latest 13F Filing Activity
Brown Financial Advisory filed their most recent 13F report on Jun 30, 2025 disclosing 55 equity positions with a total 13F market value of $181M. The fund increased holdings in SPDR Series Trust, Vanguard Index FDS, Dimensional Etf Trust among other positions. Brown Financial Advisory reduced exposure to Dimensional Etf Trust, Sensient Technologies Corp., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 41.31% | $74.9M | 1,029,929 | $49.58 | $72.69 | +$11.5M |
V VB | VANGUARD INDEX FDS | 15.33% | $27.8M | 117,257 | $208.76 | $236.98 | +$5.5M |
D DEXC | DIMENSIONAL ETF TRUST | 10.50% | $19.0M | 348,784 | $47.95 | $54.57 | +$3.1M |
I IWB | ISHARES TR | 5.51% | $10.0M | 29,407 | $211.85 | $339.57 | +$935.7K |
S SPDW | SPDR INDEX SHS FDS | 4.99% | $9.0M | 223,341 | $33.04 | $40.49 | +$596.9K |
Industry Allocation
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