BROWN | MILLER WEALTH MANAGEMENT, LLC
Adviser information for BROWN | MILLER WEALTH MANAGEMENT, LLC last updated from Form ADV on February 2nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,238 | $651.5M |
| Non-Discretionary | 111 | $34.1M |
| Total | 2,349 | $685.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 192 | $54.9M |
| HNW Individuals | 234 | $602.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 7 | $20.8M |
| Charitable organizations | 7 | $6.0M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $1.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
8280 GREENSBORO DRIVESUITE 220
MCLEAN
VA
United States
Monday - Friday, 9-5
Tel: 703-972-1950, Fax: None
Websites
www.linkedin.com/company/brownmillerwealthmanagement
brownmillerwm.com/
www.linkedin.com/in/christopherwbrowncfp/
www.linkedin.com/in/davidamillercfp/
www.linkedin.com/in/timothyflanigan1/
www.linkedin.com/in/rosemaryyue/
www.linkedin.com/in/elizabeth-sharp-cfp%c2%ae-526046202/
twitter.com/cwbrownbmwm
www.linkedin.com/in/brittanyheath- a41b0a126
www.linkedin.com/in/peter-plevritis-8a95b416b/
www.facebook.com/profile.php?id=100079229282920
www.linkedin.com/in/hunter-adams-99a567167/
Chief Compliance Officer
ELIZABETH SHARP
8280 GREENSBORO DRIVE
SUITE 220
MCLEAN
VA
United States
Tel:
703-972-1913
B*****@****************M
(Full email address available in API data)
Regulatory Contact
CHRISTOPHER BROWN
MANAGING MEMBER
8280 GREENSBORO DRIVE
SUITE 220
MCLEAN
VA
United States
Tel:
703-972-1998
Fax:
7039721951
C******@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MILLER, DAVID, ALAN | Individual | – | FOUNDER & PRINCIPAL | 07/2019 | 50-75% |
| BROWN, CHRISTOPHER, WILLIAM | Individual | – | FOUNDER, MANAGING PRINCIPAL | 07/2019 | 50-75% |
| SHARP, ELIZABETH, HILARY | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2024 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABORATORIES | COM | 4K | 42K | – |
| ABBVIE INC | COM | 3K | 16K | – |
| ACCENTURE PLC IRELAND SHARES CLASS A | SHS CLASS A | 2K | 8K | – |
| AIR PRODUCTS & CHEMICALS INC | COM | 245 | 953 | – |
| ALPHABET INC NON VOTING CAP STK CL C | CAP STK CL C | 574 | 3K | – |
| ALPHABET INC VOTING CAP STK CL A | CAP STK CL A | 6K | 31K | – |
| ALTRIA GROUP INC | COM | 537 | 12K | – |
| AMAZON COM INC | COM | 4K | 20K | – |
| AMERICAN TOWER CORP REIT | COM | 2K | 12K | – |
| AMGEN INC | COM | 2K | 7K | – |
| AMPLIFY CYBERSECURTY ETF | AMPLIFY CYBERSEC | 568 | 9K | – |
| ANALOG DEVICES INC | COM | 2K | 10K | – |
| APPLE INC | COM | 24K | 112K | – |
| ARCH CAP GROUP LTD | ORD | 1K | 12K | – |
| ARES CAPITAL CORP | COM | 1K | 63K | – |
| ARK ETF TR ETF GENOMIC REVOLUTION MULTI SECTOR ETF | GENOMIC REV ETF | 400 | 17K | – |
| AUTOMATIC DATA PROCESSING | COM | 311 | 1K | – |
| BERKSHIRE HATHAWAY INC SERIES B NEW | CL B New | 2K | 5K | – |
| BLACKROCK INC | COM | 2K | 3K | – |
| BLACKSTONE GROUP INC COM | COM | 946 | 8K | – |
| BOEING CO | COM | 235 | 1K | – |
| BROADCOM INC | COM | 3K | 2K | – |
| BWX TECHNOLOGIES CO | COM | 239 | 3K | – |
| C H ROBINSON WORLDWIDE INC | COM NEW | 264 | 3K | – |
| CAPITAL GRP DIVIDEND ETF VALUE CREATION UNIT | SHS CREATION UNI | 229 | 7K | – |
| CAPITAL GRP GLOBAL ETF GROWTH EQUITY SHS CREATION UNIT | SHS CREATION UNI | 694 | 24K | – |
| CAPITAL GRP GROWTH ETF CREATION UNIT | SHS CREATION UNI | 591 | 18K | – |
| CAPITAL GRP INTL ETF FOCUS EQUITY | SHS CREATION UNI | 4K | 148K | – |
| CHEVRON CORPORATION | COM | 2K | 13K | – |
| CHOICE HOTELS INTL INC | COM | 341 | 3K | – |
| CHUBB LTD | COM | 3K | 13K | – |
| CISCO SYSTEMS INC | COM | 3K | 65K | – |
| COMCAST CORP NEW CL A | CL A | 2K | 44K | – |
| COPART INC | COM | 285 | 5K | – |
| COSTAR GROUP INC | COM | 320 | 4K | – |
| COSTCO WHSL CORP NEW COM | COM | 717 | 844 | – |
| CVS HEALTH CORPORATION | COM | 284 | 5K | – |
| DANAHER CORP | COM | 851 | 3K | – |
| DEERE & CO | COM | 530 | 1K | – |
| DISNEY WALT COMPANY | COM | 3K | 33K | – |
| DOMINION ENERGY INC | COM | 291 | 6K | – |
| DOW INC | COM | 302 | 6K | – |
| ELI LILLY & CO | COM | 295 | 326 | – |
| EMERSON ELECTRIC CO | COM | 271 | 2K | – |
| ENERGY SELECT ETF SECTOR SPDR | ENERGY | 713 | 8K | – |
| ENTERPRISE PRODUCTS PARTNERS | COM | 602 | 21K | – |
| EXXON MOBIL CORP | COM | 343 | 3K | – |
| FASTENAL CO | COM | 526 | 8K | – |
| FIRST TRUST LARGE ETF CAP CORE ALPHADEX FUND | COM SHS | 318 | 3K | – |
| GENL DYNAMICS CORP | COM | 2K | 6K | – |
| GILEAD SCIENCES INC | COM | 237 | 3K | – |
| HOME DEPOT INC | COM | 280 | 815 | – |
| HONEYWELL INTERNATIONAL INC | COM | 219 | 1K | – |
| I SHARES SILVER TR ETF | ISHARES | 334 | 13K | – |
| INDUSTRIAL SELECT ETF SECTOR SPDR | SBI INT-INDS | 492 | 4K | – |
| INTEL CORP | COM | 325 | 10K | – |
| INTERCONTINENTAL EXCH EXCHANGE | COM | 2K | 16K | – |
| INTERNATIONAL BUSINESS MACHINE CORP | COM | 2K | 13K | – |
| ISHARES CORE S&P 500 ETF S&P 500 INDEX FD | CORE S&P500 ETF | 4K | 7K | – |
| ISHARES CORE S&P MID ETF ETF | CORE S&P MCP ETF | 2K | 31K | – |
| ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF | MSCI USA QLT FCT | 463 | 3K | – |
| ISHARES ETF EDGE MSCI MOMENTUM FACTOR ETF | MSCI USA MMENTM | 360 | 2K | – |
| ISHARES ETF RUSSELL 2000 | RUSSELL 2000 ETF | 1K | 7K | – |
| ISHARES ETF U.S. AEROSPACE & DEFENSE | US AER DEF ETF | 440 | 3K | – |
| ISHARES S&P 500 ETF GROWTH | S&P 500 GRWT ETF | 517 | 6K | – |
| ISHARES S&P MIDCAP ETF 400 GROWTH | S&P MC 400GR ETF | 462 | 5K | – |
| ISHARES S&P500 VALUE ETF | S&P 500 VAL ETF | 421 | 2K | – |
| JOHNSON & JOHNSON | COM | 3K | 19K | – |
| JPMORGAN CHASE & CO | COM | 9K | 45K | – |
| JPMORGAN ETF ULTRA-SHORT INCOME | ULTRA SHRT INC | 874 | 17K | – |
| KINDER MORGAN INC DEL | COM | 208 | 10K | – |
| LINDE PLC NEW | SHS | 3K | 7K | – |
| LOWES COMPANIES INC | COM | 4K | 17K | – |
| MASTERCARD INC CL A | CL A | 1K | 3K | – |
| MCDONALDS CORP | COM | 739 | 3K | – |
| MERCK & CO INC NEW | COM | 3K | 21K | – |
| MICROSOFT CORP | COM | 17K | 38K | – |
| NETFLIX.COM INC | COM | 235 | 349 | – |
| NEXTERA ENERGY INC | COM | 3K | 45K | – |
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 498 | 18K | – |
| NOVO NORDISK A S ADR | ADR | 597 | 4K | – |
| NVIDIA CORP | COM | 35K | 282K | – |
| O'REILLY AUTOMOTIVE INC | COM | 224 | 213 | – |
| PEPSICO INCORPORATED | COM | 948 | 6K | – |
| PHILIP MORRIS INTERNATIONAL INC | COM | 2K | 18K | – |
| PROCTER & GAMBLE CO | COM | 3K | 20K | – |
| PROLOGIS INC | COM | 2K | 14K | – |
| QUALCOMM INC | COM | 4K | 20K | – |
| REALTY INCOME CORP REIT | COM | 2K | 33K | – |
| RESMED INC | COM | 568 | 3K | – |
| RTX CORP | COM | 2K | 24K | – |
| SECTOR SPDR TR ETF TECHNOLOGY SELECT SECTOR | TECHNOLOGY | 764 | 3K | – |
| SELECT SECTOR SPDR ETF TR FINANCIAL | FINANCIAL | 391 | 10K | – |
| SNOWFLAKE INC CL A | CL A | 729 | 5K | – |
| SPDR PORTFOLIO ETF S&P 500 VALUE ETF | PRTFLO S&P500 VL | 864 | 18K | – |
| SPDR S&P MIDCAP 400 ETF TRUST SERIES N | UTSER1 S&PDCRP | 225 | 422 | – |
| STARBUCKS CORP | COM | 3K | 44K | – |
| STATE STR CORP | COM | 239 | 3K | – |
| STRYKER CORP | COM | 2K | 7K | – |
| SYSCO CORPORATION | COM | 335 | 5K | – |
| TRACTOR SUPPLY COMPANY | COM | 2K | 8K | – |
| UNION PACIFIC CORP | COM | 236 | 1K | – |
| UNITED BANKSHARES INC W VA | COM | 385 | 12K | – |
| UNITED PARCEL SERVICE-B | CL B | 1K | 10K | – |
| UNITEDHEALTH GROUP INC | COM | 3K | 6K | – |
| VANGUARD DIVIDEND ETF APPRECIATION | DIV APP ETF | 945 | 5K | – |
| VANGUARD FTSE ETF DEVELOPED MARKETS ETF | VAN FTSE DEV MKT | 221 | 4K | – |
| VANGUARD GROWTH ETF | GROWTH ETF | 867 | 2K | – |
| VANGUARD HEALTH CARE ETF | HEALTH CAR ETF | 787 | 3K | – |
| VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW | S&P 500 ETF SHS | 236 | 472 | – |
| VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF | FTSE EMR MKT ETF | 2K | 55K | – |
| VANGUARD MID CAP ETF | MID CAP ETF | 3K | 12K | – |
| VANGUARD SMALL CAP ETF | SMALL CP ETF | 251 | 1K | – |
| VANGUARD TOTAL STOCK ETF MARKET ETF | TOTAL STK MKT | 3K | 12K | – |
| VANGUARD VALUE ETF | VALUE ETF | 837 | 5K | – |
| VERIZON COMMUNICATIONS COM | COM | 880 | 21K | – |
| VISA INC CLASS A | COM CL A | 3K | 11K | – |
| WALMART INC | COM | 442 | 7K | – |
| WHITE MOUNTAIN INS GRP | COM | 542 | 298 | – |
| WILLIAMS COMPANIES INC | COM | 299 | 7K | – |
| WORLD GOLD TR SPDR ETF GOLD MINISHARES TR NEW | SPDR GLD MINIS | 1K | 26K | – |
| XYLEM INC | COM | 2K | 11K | – |