DBA: BROWN, LISLE/CUMMINGS, INC
| Total AUM | $487.3M |
| Discretionary | $480.6M99% of AUM |
| Non-Discretionary | $6.7M |
| Client Accounts | 490 |
| Avg Account Size | $995K |
| Employees | 13 |
| Peak AUM | $487.3MMar 2026 |
| AUM CAGR |
Total AUM
$487M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $487M | +17.5% | +26.8% | +22.4% | |
| Discretionary AUM | |||||
| Total AUM | $487.3M |
| Discretionary | $480.6M |
| Employees | 13 |
| Client Accounts | 490 |
| Client Range | 0 |
Address
ONE TURKS HEAD PLACE
PROVIDENCE RI 02903
Phone
401-421-8900
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$481M
98.6% of AUM
Non-Discretionary
$7M
1.4% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Custody
| $481M |
| +17.7% |
| +27.4% |
| +23.2% |
| Non-Disc. AUM | $7M | +3.2% | +0.5% | 4.1% |
| Total Accounts | 490 | +10.1% | +16.9% | +39.6% |
| Avg Account Size | $994,528.518 | +6.7% | +8.5% | 12.3% |
| Employees | 13 | +8.3% | +2.7% | +1.6% |
| AUM / Employee | $37M | +8.5% | +23.5% | +20.4% |
Client AUM Segments | |||||
| Wealth AUM | $477M | +17.6% | +26.1% | +22.3% | |
| Institutional AUM | $10M | +12.5% | +140.4% | +26.4% | |
Client Count Segments | |||||
| HNW Clients | 119 | +12.3% | +9.0% | +25.5% | |
| Institutional | 12 | +33.3% | — | — | |
| Individuals | 107 | 8.5% | +13.6% | +15.4% | |