BROWN MCLEOD, INC
C38
CRD 155548·SEC 801-79151·FAIRHOPE, AL
AUM
$468.2M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $163.3M
'21 · $196.9M
'22 · $231.7M
'23 · $285.3M
'25 · $344.0M
'26 · $468.2M
'20'26
$163.3M → $468.2M▲ +187%
Client mix
| Individuals High Net Worth | 154 |
| Individuals Other | 121 |
| Pension Profit Sharing Plans | 7 |
| Corporations | 6 |
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 4 advisors
'25 · 6 advisors
'26 · 6 advisors
'20'26
3 advisors → 6 advisors▲ +100%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.