SourcingSourcing

BROWN ADVISORY LTD.

C30
CRD 168985·SEC 801-80609
AUM
$26.58B
$1B+
Est. Revenue
$265.8M
@ 1% on AUM
Est. EBITDA
$79.7M
@ 30% margin
Est. Deal Value
$638.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BROWN ADVISORY LTD.
CRD
168985
SEC file #
801-80609
EIN
522112409
DBA names
—

Economics

AUM
$26.58B
AUM band
$1B+
AUM trajectory
'20'26
$1.39B → $26.58B▲ +1815%
Client mix
Individuals High Net Worth373
Individuals Other358
Corporations189
Charitable Organizations33
Pooled Investment Vehicles20

Operations

Employees (total)
110
Advisory staff (per ADV)
36
Advisory staff (5-yr trend)
'20'26
14 advisors → 36 advisors▲ +157%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
facebook.com/brownadvisory(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BROWN ADVISORY MANAGEMENT, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
11
Control Persons
BROWN ADVISORY MANAGEMENT, LLC
CHADWYCK-HEALEY, EDWARD,
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:brown.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
27
Form 5500 Total Participants
798
Form 5500 Total Compensation
2,559,601
Form 5500 Compensation Trajectory 3y
20252,525,333
202634,268
20240
Form 5500 Plan Count Trajectory 3y
202523
20263
20241
Schedule C Total Compensation
2,559,601
Schedule C Service Provider Rows
27

SEC EDGAR

Edgar Cik
0001345929
Edgar Registered
Yes
Edgar Filing Count
398
Edgar First Filing Date
2005-11-22
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
71
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001345929-26-000028
Edgar Form D Count
4
Edgar Form D Offerings
2010-07-012010-07-01 · 0001345929-10-000006
2010-04-082010-04-08 · 0001345929-10-000005
Edgar Former Names
BROWN ADVISORY HOLDINGS INC

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Bny Mellon2
Edgar Addresses
Mailing
901 SOUTH BOND STREETSUITE #400BALTIMORE, MD 21231
Business
901 SOUTH BOND STREETSUITE #400BALTIMORE, MD 21231
Edgar EIN
522112409
Edgar Recent Filings
13F-HR2026-05-15 · 0001345929-26-000028
SCHEDULE 13G/A2026-05-15 · 0001345929-26-000027
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (10)

10
CHADWYCK-HEALEY, EDWARD,
Executive Officer · 2.5%
7245626
FITZWILLIAMS, LOGIE, CHARLES LLOYD
Executive Officer · 2.5%
4747501
HANKIN, MICHAEL, DAVID
Executive Officer · 2.5%
2339625
INGS-CHAMBERS, QUINTIN, MICHAEL
Executive Officer · 2.5%
8066209
MALLINSON, PETER, GC
Executive Officer · 2.5%
2217449
PECK, SIMON, DAVID
Executive Officer · 2.5%
7358640
PIERCE, SHANNON, MARIE
Executive Officer · 2.5%
5017028
ROGERS, BRETT, DAVID
Executive Officer · 2.5%
4641164
THOMASON, RICHARD, MARTIN
Executive Officer · 2.5%
6028972
WHITE, WILLIAM, OBRIEN
Executive Officer · 2.5%
3254656