# Brown Advisory Investment Solutions Group LLC

> 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.

- CRD: 124612
- Filed as: BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Baltimore, MD
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/124612
- AdvisorCensus page: https://advisorcensus.com/firm/brown-advisory-investment-solutions-group-llc-baltimore-md-124612

## Quick answers

**How is Brown Advisory Investment Solutions Group LLC compensated?**
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.

**How much does Brown Advisory Investment Solutions Group LLC charge?**
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.

**Where is Brown Advisory Investment Solutions Group LLC located?**
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).

**Is Brown Advisory Investment Solutions Group LLC registered with the SEC or a state?**
Brown Advisory Investment Solutions Group LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 124612.

**How much does Brown Advisory Investment Solutions Group LLC manage?**
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).

**How have Brown Advisory Investment Solutions Group LLC's assets and staff changed since 2021?**
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.

**What types of clients does Brown Advisory Investment Solutions Group LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (393).

**Which custodians does Brown Advisory Investment Solutions Group LLC use?**
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.

**Does Brown Advisory Investment Solutions Group LLC report any disciplinary disclosures?**
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

**What changed in Brown Advisory Investment Solutions Group LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- U.S. Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $9,838,930,305
- Discretionary: $4,676,263,609
- Non-discretionary: $5,162,666,696

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $146,708 |
| High net worth individuals | Fewer than 5 | $676,090,324 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 393 | $7,777,426,300 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $46,662,704 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,338,604,269 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2003 (23 years)
- Employees: 24 total, 18 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Austin, TX
- Boston, MA
- Charlottesville, VA
- Encinitas, CA
- New York, NY
- San Francisco, CA
- Washington, DC

### Websites listed on Form ADV (Item 1.I)
- brownadvisory.com
- Facebook @brownadvisory
- Instagram @brown_advisory
- LinkedIn @brown-advisory
- LinkedIn @nextgen-venture-partners
- X @BROWNADVISORY
- X @NextGenVP
- YouTube @UCNGLuhyg0t_aL1bIpQ37nGQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $6,193,798,467 | 28 | August 13, 2021 |
| October 2022 | $8,189,458,302 | 25 | March 30, 2022 |
| October 2023 | $9,922,357,753 | 30 | July 28, 2023 |
| October 2024 | $7,323,507,060 | 26 | May 17, 2024 |
| October 2025 | $8,445,840,669 | 26 | May 29, 2025 |
| October 2026 | $9,838,930,305 | 24 | April 21, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brown Advisory Investment Solutions Group LLC (CRD 124612): Form ADV filing data as of October 2026.