M.K. BROWN WEALTH ADVISORY, LLC

M.K. BROWN WEALTH ADVISORY
OAKWOOD, Ohio·2 registered advisors·CRD# 121269
SEC# 801-1213480937-298-8904
01

Firm Overview

AUM
$149M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Other: THIRD PARTY ADVISORY FEES
03

Specialties

Investment ManagementWealth Management
04

Advisors at M.K. BROWN WEALTH ADVISORY, LLC

2 registered advisors
Elizabeth Brown Kussman
OAKWOOD, Ohio
Martin Kuntz Brown
KETTERING, Ohio
05

Office Locations

KETTERING, Ohio
1 advisor
OAKWOOD, Ohio
1 advisor

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Data sourced from SEC Form ADV filings. M.K. BROWN WEALTH ADVISORY, LLC (CRD# 121269) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.