Data / Investment advisers / Virginia / Brown Advisory
Brown Advisory, Norfolk, VA: $7.6 billion AUM, SEC registered investment adviser
Brown Advisory is an SEC registered investment adviser with its main office in Norfolk, Virginia and reports $7.6 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals, pooled investment vehicles and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 16 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 106375
- SEC file number
- 801-47290
- SEC status
- Approved, effective September 6, 1994
- Legal name
- Signature Financial Management Inc
- Main office
- 101 W. Main Street Suite 700, Norfolk, VA 23510
- Phone
- (757) 625-7670
- Regulatory AUM
- $7,570,327,667 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $7,524,679,716
- Non discretionary AUM
- $45,647,951
- Accounts
- 1,606
- Employees
- 36, of which 16 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 16: 13 private equity funds, 2 hedge funds, 1 other private fund
- Gross assets of private funds
- $1,680,693,362
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 145 | $5.55 billion |
| Pooled investment vehicles | 16 | $1.66 billion |
| Corporations or other businesses | 18 | $208.5 million |
| Charitable organizations | 23 | $149.4 million |
| Individuals (other than high net worth individuals) | 27 | $6.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $7.57 billion | March 30, 2026 |
| December 1, 2025 | $7.32 billion | May 29, 2025 |
Other advisers in Virginia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Columbia Capital | Alexandria | $13.84 billion | 30 | adviserinfo.sec.gov |
| Akre Capital Management, LLC | Middleburg | $11.82 billion | 3 | adviserinfo.sec.gov |
| Cary Street Partners | Richmond | $10.25 billion | Not listed | adviserinfo.sec.gov |
| Agincourt Capital Management, LLC | Richmond | $9.95 billion | Not listed | adviserinfo.sec.gov |
| Spider Management Company, LLC | Richmond | $8.11 billion | 1 | adviserinfo.sec.gov |
| Homestead Advisers Corp. | Arlington | $7.45 billion | Not listed | adviserinfo.sec.gov |
| Cassaday & Company, Inc. | McLean | $7.14 billion | Not listed | adviserinfo.sec.gov |
| Foxhaven Asset Management, LP | Charlottesville | $6.50 billion | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Virginia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Brown Advisory on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.