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Vice-President & Chief Compliance Officer & Chief Investment Officer · Brown Financial Advisory

Joshua W. Lancaster

CRD 2424549 · Named on Form ADV at one SEC-registered adviser

At a glance

Brown Financial Advisory, an SEC-registered wealth manager based in Fairhope, AL with $468 million in regulatory assets, lists Joshua W. Lancaster on its Form ADV as Vice-President & Chief Compliance Officer & Chief Investment Officer.

Firms and roles

  • Brown Financial AdvisoryVice-President & Chief Compliance Officer & Chief Investment OfficerWealth manager · Fairhope, AL · $468M in regulatory assets

AtlasMembers

Joshua’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.