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Brown Advisory

Alpha Nasdaq OCIO Indices - Contributor

BALTIMORE, MD

Form ADV and provider website profile · CRD 110181 · regulatory data as of Mar 31, 2026

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This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for Brown Advisory. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$124.3BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
26,390Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$119.2BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$5.1BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameBROWN ADVISORY LLC

CRD number110181

Firm foundedNot reported

SEC registration dateJun 7, 1991

Employees782

Advisory professionals272

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

901 SOUTH BOND STREET, BALTIMORE, MD, 21231-3340

410-537-5400

https://www.brownadvisory.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$124.3B

As of Mar 31, 2026

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth39.1%$48.6B
Investment companies19.5%$24.3B
Charities13.1%$16.2B
Other Pooled Vehicles12.6%$15.7B
Corporations6.8%$8.5B
Other investment advisers4.4%$5.5B

Percentages and AUM are shown from the same reported Form ADV client-type records.