M.K. BROWN WEALTH ADVISORY, LLC
DBA: M.K. BROWN WEALTH ADVISORY
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $165.5M |
| Discretionary | $163.5M99% of AUM |
| Non-Discretionary | $2.1M |
| Client Accounts | 282 |
| Avg Account Size | $587K |
| Employees | 3 |
| Peak AUM | $165.5MFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $166M | +0.9% | +8.9% | +4.8% | |
| Discretionary AUM | $163M | ||||
Key Metrics
| Total AUM | $165.5M |
| Discretionary | $163.5M |
| Employees | 3 |
| Client Accounts | 282 |
Contact & Location
Address
2331 FAR HILLS AVE.
OAKWOOD OH 45419
Phone
937-298-8904
Filing History
30 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$163M
98.7% of AUM
Non-Discretionary
$2M
1.3% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported