Brown Advisory
Alpha Nasdaq OCIO Indices - ContributorBALTIMORE, MD
Form ADV and provider website profile · CRD 110181 · regulatory data as of Mar 31, 2026
This profile compiles reported firm AUM, regulatory account 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.
26,390Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$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.
$124.3BTotal Firm AUM
$119.2BDiscretionary AUM
$5.1BNon-discretionary AUM
26,390Total accounts
25,601Discretionary accounts
789Non-discretionary accounts
Client Mix by Firm AUM
$124.3BFirm AUM
High-Net-Worth39.1%
Investment companies19.5%
Charities13.1%
Other Pooled Vehicles12.6%
Corporations6.8%
Other investment advisers4.4%
Municipalities2.2%
Retirement Plans2.0%
Individuals0.2%
Insurance companies0.1%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth39.1%
2,484 clients$48.6B firm assets
Investment companies19.5%
6 clients$24.3B firm assets
Charities13.1%
683 clients$16.2B firm assets
Other Pooled Vehicles12.6%
5 clients$15.7B firm assets
Corporations6.8%
363 clients$8.5B firm assets
Other investment advisers4.4%
55 clients$5.5B firm assets
Municipalities2.2%
17 clients$2.7B firm assets
Retirement Plans2.0%
57 clients$2.5B firm assets
Individuals0.2%
745 clients$241M firm assets
Insurance companies0.1%
0 clients$145M firm assets
Reported total4,415 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $48.6B | 2,484 | 39.1% |
| Investment companies | $24.3B | 6 | 19.5% |
| Charities | $16.2B | 683 | 13.1% |
| Other Pooled Vehicles | $15.7B | 5 | 12.6% |
| Corporations | $8.5B | 363 | 6.8% |
| Other investment advisers | $5.5B | 55 | 4.4% |
| Municipalities | $2.7B | 17 | 2.2% |
| Retirement Plans | $2.5B | 57 | 2.0% |
| Individuals | $241M | 745 | 0.2% |
| Insurance companies | $145M | 0 | 0.1% |
| Reported total | $124.3B | 4,415 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…