Brown Advisory Ltd.
- Regulatory AUM
- $26.6B
- Discretionary
- $26.2B
- Clients
- 986
- Avg AUM / client
- $27.0M
- Accounts
- 1,532
- Employees
- 110
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 358 | $117M | 0.44% |
| High net worth individuals | 373 | $3.0B | 11.2% |
| Investment companies | 1 | $2.6B | 9.77% |
| Pooled investment vehicles (non-investment companies) | 20 | $10.6B | 40.0% |
| Pension and profit sharing plans | 12 | $4.6B | 17.5% |
| Charitable organizations | 33 | $978M | 3.68% |
| Corporations and other businesses | 189 | $4.6B | 17.5% |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Churchill, David, Michael | Director | Sep 2007 (19y) | Less than 5% | |
| Fitzwilliams, Logie, Charles | Director | Sep 2007 (19y) | Less than 5% | |
| Hankin, Michael, David | Director | Sep 2007 (19y) | Less than 5% | |
| Mallinson, Peter, Gc | Director | Sep 2014 (12y) | Less than 5% | |
| Rogers, Brett, David | Group General Counsel | Oct 2014 (12y) | Less than 5% | |
| Thomason, Richard, Martin | Chief Compliance Officer Brown Advisory Ltd | Mar 2015 (11y) | Less than 5% | |
| Chadwyck Healey, Edward, Alexander | Director | Dec 2019 (7y) | Less than 5% | |
| Peck, Simon, David | Director | Apr 2020 (6y) | Less than 5% | |
| White, William, Obrien | Chief Operating Officer | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brown Advisory Management, Llc | Holding Company And Managing Member | Jan 2016 | A | 75% or more |
| Brown Advisory Group Holdings Llc | Holding Company | Jan 2016 | B | ≈ 18.75% – 50% via Brown Advisory Management, Llc |
| Brown Advisory Incorporated | Unit Holder And Managing Member | Jan 2016 | B | GP / trustee / elected manager of Brown Advisory Management, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brown Advisory Group Holdings Llc: 25% – 50% of Brown Advisory Management, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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) | 03/30/2026 | 1.63 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $3.2B (12% of AUM) Mar 2026
- Sei Investments Guernsey Limited $2.9B (11% of AUM) Mar 2026
- Sei Investments (Europe) Ltd $1.7B (6% of AUM) Mar 2026
- J.P. Morgan $1.7B (19% of AUM) Mar 2022
- Northern Trust $1.1B (12% of AUM) Mar 2022
- Bnp Paribas Securities Services Australia $315M (67% of AUM) Dec 2018
- U.S. Bank $65.4M (14% of AUM) Dec 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗