Brown & Brown Financial Services, Inc.
- Regulatory AUM
- $91.2M
- Discretionary
- $91.2M
- Clients
- 44
- Avg AUM / client
- $2.1M
- Accounts
- 44
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11 | $3.1M | 3.38% |
| High net worth individuals | 33 | $88.1M | 96.6% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Colon Brown | President & Chief Compliance Officer | Jun 1984 (42y) | 75% or more | |
| Bubel, Laurie, Ann | Vice President | Mar 2005 (21y) | Less than 5% | |
| Alexis Lannie Brown | Registered representative | Jul 2010 (16y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/12/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Commissions
- • Other fees
- • AFFILIATE MUTUAL FUND COM.&12B1 FEES CREDITED AGAINST MGMT FEES
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Capital Bank & Trust (American Funds) $68.9M (76% of AUM) Feb 2026
- Hilltop Securities Inc. $9.3M (10% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 12, 2026.
View current Form ADV (SEC/IAPD) ↗