Asset manager · London, United Kingdom
Brown Advisory LTD.
SEC-registered investment adviser · CRD 168985 · SEC 801-80609
At a glance
Brown Advisory LTD. is an SEC-registered investment adviser based in London, United Kingdom, with $26.6 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 731 individual clients. By Form ADV it is a asset manager, ranked 320th of 3,218 asset managers and 709th of 17,210 SEC-registered advisers by assets.
Main office +442033018130brownadvisory.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $27B
- Rank among asset managers
- #320 of 3,218
- Rank among all SEC RIAs
- #709 of 17,210
- Individual clients
- 731
- High-net-worth clients
- 373
- Accounts
- 1,532
- Discretionary
- 99% of AUM
- Employees
- 110
- Advisory staff
- 36
- Offices
- 1
Owners and executives on its Form ADV
- Michael D. HankinDirector
- Brett D. RogersGroup General Counsel
- Peter G. MallinsonDirector
- Logie C. FitzwilliamsDirector
- Richard M. ThomasonChief Compliance Officer - Brown Advisory LTD
- Edward A. Chadwyck-HealeyDirector
- Simon D. PeckDirector
- William O. WhiteChief Operating Officer
- Shannon M. PierceDirector
- Quintin M. Ings-ChambersDirector
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 20 | $11B | 40% |
| Corporations or other businesses | 189 | $4.6B | 17% |
| Pension and profit sharing plans | 12 | $4.6B | 17% |
| High-net-worth individuals | 373 | $3.0B | 11% |
| Investment companies | 1 | $2.6B | 10% |
| Charitable organizations | 33 | $978M | 4% |
| Individuals | 358 | $117M | <1% |
Disciplinary disclosures
Brown Advisory LTD. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗brownadvisory.com ↗
AtlasMembers
The full record on Brown Advisory LTD.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 386 peers of its type and size
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- Owners and executives, with titles and stakes
- 10 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Brown Advisory LTD. manage?
Brown Advisory LTD. reports $26.6 billion in regulatory assets under management across 1,532 accounts, 99% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Brown Advisory LTD.?
Brown Advisory LTD. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Brown Advisory LTD.’s clients?
By assets, its largest client types are pooled investment vehicles ($10.6 billion, 20 clients); corporations or other businesses ($4.6 billion, 189 clients); pension and profit sharing plans ($4.6 billion, 12 clients).
Does Brown Advisory LTD. have any disciplinary history?
Brown Advisory LTD. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Brown Advisory LTD.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →