# Brown and Brown Financial Services, Inc.

> Brown and Brown Financial Services, Inc. is a state-registered investment advisory firm in Dallas, TX, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 105392
- Filed as: BROWN AND BROWN FINANCIAL SERVICES, INC.
- Legal name: Brown & Brown Financial Services, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/105392
- AdvisorCensus page: https://advisorcensus.com/firm/brown-and-brown-financial-services-inc-dallas-tx-105392

## Quick answers

**How is Brown and Brown Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Brown and Brown Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management; commissions; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Brown and Brown Financial Services, Inc. located?**
Brown and Brown Financial Services, Inc.'s principal office is in Dallas, TX, according to its Form ADV.

**Is Brown and Brown Financial Services, Inc. registered with the SEC or a state?**
Brown and Brown Financial Services, Inc. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 105392.

**How much does Brown and Brown Financial Services, Inc. manage?**
Brown and Brown Financial Services, Inc. reports $91,176,539 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**What types of clients does Brown and Brown Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (33); individuals (other than high net worth individuals) (11).

**Does Brown and Brown Financial Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/105392

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Commissions
- Other

### Regulatory assets under management (Item 5.F)
- Total: $91,176,539
- Discretionary: $91,176,539
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $3,079,534 |
| High net worth individuals | 33 | $88,097,005 |
| 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) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (15 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bbfsi.net](https://bbfsi.net)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brown and Brown Financial Services, Inc. (CRD 105392): Form ADV filing data as of October 2026.