Domestic entity
EntityBROWN ADVISORY MANAGEMENT LLCStatusUNIT HOLDER AND MANAGING MEMBERReported since07/2008OwnershipOther (general partner, trustee, or elected manager)Control personYes
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, 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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 02/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2012
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 04/2010
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 06/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 05/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 02/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 05/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Michael David Hankin | Co-President & Co-Ceo | 02/2025 | Individual | Yes | Less than 5% |
| Brown Advisory Management Llc | Holding Company And Managing Memeber | 01/2012 | Domestic entity | Yes | 75% or more |
| Brett David Rogers | General Counsel | 04/2010 | Individual | Yes | Less than 5% |
| William Obrien White | Chief Operating Officer | 06/2023 | Individual | Yes | Less than 5% |
| Shannon Marie Pierce | Chief Financial Officer | 05/2024 | Individual | Yes | Less than 5% |
| Logie Charles Lloyd Fitzwilliams | Co-President & Co-Ceo | 02/2025 | Individual | Yes | Less than 5% |
| Victor Fernandez | Chief Compliance Officer | 05/2025 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVDomestic entity
EntityBROWN ADVISORY MANAGEMENT LLCStatusHOLDING COMPANYReported since01/2016Ownership25% but less than 50%Control personYes
Owners & Executives
Source: Form ADVMD
Michael David Hankin
Co-President & Co-Ceo
WO
William Obrien White
Chief Operating Officer
SM
Shannon Marie Pierce
Chief Financial Officer
LC
Logie Charles Lloyd Fitzwilliams
Co-President & Co-Ceo
VF
Victor Fernandez
Chief Compliance Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives7
Indirect ownership records2
Regulatory statusSEC registered investment adviser
SEC registration dateJun 7, 1991
CRD number110181