{
  "crd_number": 124612,
  "slug": "brown-advisory-investment-solutions-group-llc-baltimore-md-124612",
  "primary_business_name": "BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC",
  "legal_name": "BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC",
  "dbas": [],
  "city": "Baltimore",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "12580",
  "metro": {
    "cbsa_code": "12580",
    "common_name": "Baltimore",
    "msa_name": "Baltimore-Columbia-Towson, MD",
    "path": "/advisors/md/baltimore"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2003-01-23",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-04-21",
  "carried_forward": false,
  "raum_total": 9838930305.0,
  "raum_discretionary": 4676263609.0,
  "raum_non_discretionary": 5162666696.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 24,
  "advisory_employees": 18,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 46662704.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 146708.0,
      "count": null,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 676090324.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 7777426300.0,
      "count": 393
    },
    "corporations_other_businesses": {
      "raum": 1338604269.0,
      "count": null,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://brownadvisory.com",
    "https://facebook.com/brownadvisory",
    "https://instagram.com/brown_advisory?hl=en",
    "https://linkedin.com/company/brown-advisory",
    "https://linkedin.com/company/nextgen-venture-partners",
    "https://twitter.com/BROWNADVISORY",
    "https://twitter.com/NextGenVP",
    "https://youtube.com/channel/UCNGLuhyg0t_aL1bIpQ37nGQ"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124612",
  "city_as_filed": "BALTIMORE",
  "url": "https://advisorcensus.com/firm/brown-advisory-investment-solutions-group-llc-baltimore-md-124612",
  "display_name": "Brown Advisory Investment Solutions Group LLC",
  "summary": "Brown Advisory Investment Solutions Group LLC is an SEC-registered investment advisory firm in Baltimore, MD, registered since 2003, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 21, 2026.",
  "citation": "AdvisorCensus. Brown Advisory Investment Solutions Group LLC (CRD 124612): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Brown Advisory Investment Solutions Group LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Brown Advisory Investment Solutions Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Brown Advisory Investment Solutions Group LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Brown Advisory Investment Solutions Group LLC located?",
      "a": "Brown Advisory Investment Solutions Group LLC's principal office is in Baltimore, MD, according to its Form ADV; the May 2026 filing also lists 7 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Brown Advisory Investment Solutions Group LLC registered with the SEC or a state?",
      "a": "Brown Advisory Investment Solutions Group LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 124612."
    },
    {
      "q": "How much does Brown Advisory Investment Solutions Group LLC manage?",
      "a": "Brown Advisory Investment Solutions Group LLC reports $9,838,930,305 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (48% discretionary)."
    },
    {
      "q": "How have Brown Advisory Investment Solutions Group LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Brown Advisory Investment Solutions Group LLC: Regulatory assets under management: $6,193,798,467 in the October 2021 data and $9,838,930,305 in the October 2026 data, up 59%. Total employees: 28 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Brown Advisory Investment Solutions Group LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (393)."
    },
    {
      "q": "Which custodians does Brown Advisory Investment Solutions Group LLC use?",
      "a": "Brown Advisory Investment Solutions Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists U.S. Bank as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Brown Advisory Investment Solutions Group LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/124612"
    },
    {
      "q": "What changed in Brown Advisory Investment Solutions Group LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 21 to 18. Regulatory assets under management went from $8,445,840,669 to $9,838,930,305 (+16%). Added an office in Washington, DC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 6193798467.0,
      "total_employees": 28,
      "filing_date": "2021-08-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 8189458302.0,
      "total_employees": 25,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 9922357753.0,
      "total_employees": 30,
      "filing_date": "2023-07-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 7323507060.0,
      "total_employees": 26,
      "filing_date": "2024-05-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 8445840669.0,
      "total_employees": 26,
      "filing_date": "2025-05-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 9838930305.0,
      "total_employees": 24,
      "filing_date": "2026-04-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 21 to 18.",
        "Regulatory assets under management went from $8,445,840,669 to $9,838,930,305 (+16%).",
        "Added an office in Washington, DC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 1% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The advisory fees typically range from 0.25% to 1.00% of assets under management per year, and in some cases a tiered fee schedule may be implemented."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        1.0
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The advisory fees typically range from 0.25% to 1.00% of assets under management per year, and in some cases a tiered fee schedule may be implemented."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "U.S. Bank",
      "name_as_filed": "U.S. BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/brown-advisory-investment-solutions-group-llc-baltimore-md-124612.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 146708.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 676090324.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 393,
      "fewer_than_5": false,
      "raum": 7777426300.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 46662704.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1338604269.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124612",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}