# Brownson, Rehmus & Foxworth, Inc.

> Brownson, Rehmus & Foxworth, Inc. is an SEC-registered investment advisory firm in Chicago, IL, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 110608
- Filed as: BROWNSON, REHMUS & FOXWORTH, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110608
- AdvisorCensus page: https://advisorcensus.com/firm/brownson-rehmus-and-foxworth-inc-chicago-il-110608

## Quick answers

**How is Brownson, Rehmus & Foxworth, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Brownson, Rehmus & Foxworth, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**How much does Brownson, Rehmus & Foxworth, Inc. charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: 0.15% 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 Brownson, Rehmus & Foxworth, Inc. located?**
Brownson, Rehmus & Foxworth, Inc.'s principal office is in Chicago, IL, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Brownson, Rehmus & Foxworth, Inc. registered with the SEC or a state?**
Brownson, Rehmus & Foxworth, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 110608.

**How much does Brownson, Rehmus & Foxworth, Inc. manage?**
Brownson, Rehmus & Foxworth, Inc. reports $4,788,226,880 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (0% discretionary).

**How have Brownson, Rehmus & Foxworth, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Brownson, Rehmus & Foxworth, Inc.: Regulatory assets under management: $6,024,774,223 in the October 2021 data and $4,788,226,880 in the October 2026 data, down 21%. Total employees: 42 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Brownson, Rehmus & Foxworth, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (263).

**Which custodians does Brownson, Rehmus & Foxworth, Inc. use?**
Brownson, Rehmus & Foxworth, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Brownson, Rehmus & Foxworth, Inc. 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/110608

**What changed in Brownson, Rehmus & Foxworth, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $4,270,994,216 to $4,788,226,880 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: 0.15% to 1% a year (a range, as the brochure states it)

> Depending on factors such as those listed above, the base fee that the Firm charges its clients typically varies from 0.15% to 1.00% of assets under management or advisement.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $4,788,226,880
- Discretionary: $0
- Non-discretionary: $4,788,226,880

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,967,960 |
| High net worth individuals | 263 | $4,490,068,604 |
| 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 | Fewer than 5 | $221,829,203 |
| 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 | $74,361,113 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 26 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, IL, MA, NH, NY, OH, PA, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Naples, FL
- Tarrytown, NY

### Websites listed on Form ADV (Item 1.I)
- brfadvisors.com
- LinkedIn @brownson-rehmus-&-foxworth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $6,024,774,223 | 42 | September 3, 2021 |
| October 2022 | $4,298,880,780 | 21 | April 28, 2022 |
| October 2023 | $3,722,142,436 | 24 | March 31, 2023 |
| October 2024 | $4,026,359,067 | 25 | March 29, 2024 |
| October 2025 | $4,270,994,216 | 26 | March 31, 2025 |
| October 2026 | $4,788,226,880 | 26 | March 23, 2026 |

Regulatory assets under management: $6,024,774,223 in the October 2021 data and $4,788,226,880 in the October 2026 data, down 21%.
Total employees: 42 in October 2021 and 26 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $4,270,994,216 to $4,788,226,880 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brownson, Rehmus & Foxworth, Inc. (CRD 110608): Form ADV filing data as of October 2026.