SourcingSourcing

M.K. BROWN WEALTH ADVISORY, LLC

B55
CRD 121269·SEC 801-121348·OAKWOOD, OH
AUM
$165.5M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$497K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
M.K. BROWN WEALTH ADVISORY, LLC
CRD
121269
SEC file #
801-121348
EIN
—
DBA names
M.k. Brown Wealth Advisory

Economics

AUM
$165.5M
AUM band
$100M-$500M
AUM trajectory
'22'26
$132.0M → $165.5M▲ +25%
Client mix
Individuals Other110
Individuals High Net Worth42

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
2 advisors → 1 advisors▼ -50%
Primary office
OAKWOOD OH
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
mkbrown.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KUSSMAN, ELIZABETH, BROWN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
KUSSMAN, ELIZABETH, BROWN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MKBROWN.COM
Rdap Domain Creation Date
2000-11-14T22:08:30Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Raymond James12
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-14T22:08:30Z
Rdap Domain Last Changed
2021-09-15T08:05:56Z
Rdap Nameservers
Ns85.worldnic.comNs86.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5012642
Trust Company Affiliate
No

People (1)

1
KUSSMAN, ELIZABETH, BROWN
IAR · Direct Owner · 87.5%
5012642