Data / Investment advisers / Maryland / Brown Advisory Investment Solutions Group LLC
Brown Advisory Investment Solutions Group LLC, Baltimore, MD: $9.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Brown Advisory Investment Solutions Group LLC is an SEC registered investment adviser with its main office in Baltimore, Maryland and reports $9.8 billion in regulatory assets under management in its Form ADV filed October 30, 2026. Its clients include pooled investment vehicles, corporations and other businesses and high net worth individuals. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 406 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 124612
- SEC file number
- 801-61732
- SEC status
- Approved, effective January 23, 2003
- Main office
- 901 South Bond Street Suite 400, Baltimore, MD 21231
- Phone
- (410) 537-5400
- Regulatory AUM
- $9,838,930,305 in the Form ADV filed October 30, 2026
- Discretionary AUM
- $4,676,263,609
- Non discretionary AUM
- $5,162,666,696
- Accounts
- 510
- Employees
- 24, of which 18 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 406: 303 private equity funds, 70 other private funds, 26 hedge funds, 7 venture capital funds
- Gross assets of private funds
- $8,893,461,941
- Other offices
- 9
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 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 |
|---|---|---|
| Pooled investment vehicles | 393 | $7.78 billion |
| Corporations or other businesses | Fewer than 5 | $1.34 billion |
| High net worth individuals | Fewer than 5 | $676.1 million |
| Charitable organizations | Fewer than 5 | $46.7 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $146,708 |
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 | $9.84 billion | March 30, 2026 |
| December 1, 2025 | $8.45 billion | May 29, 2025 |
Other advisers in Baltimore
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| T.Rowe Price Investment Management, Inc. | Baltimore | $204.18 billion | Not listed | adviserinfo.sec.gov |
| Brown Advisory | Baltimore | $124.31 billion | 3 | adviserinfo.sec.gov |
| PNC Capital Advisors LLC | Baltimore | $50.88 billion | Not listed | adviserinfo.sec.gov |
| 1919 Investment Counsel, LLC | Baltimore | $26.04 billion | Not listed | adviserinfo.sec.gov |
| Jmi Management, L.P. | Baltimore | $13.58 billion | 20 | adviserinfo.sec.gov |
| D.F. Dent and Company, Inc. | Baltimore | $7.88 billion | Not listed | adviserinfo.sec.gov |
| T. Rowe Price (Canada), Inc. | Baltimore | $6.55 billion | Not listed | adviserinfo.sec.gov |
| Brown Capital Management, LLC | Baltimore | $4.54 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Baltimore, MD
- Investment advisers in Maryland
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Brown Advisory Investment Solutions Group LLC on the SEC's adviser search
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.