# Joss Brown Wealth Advisors

> Joss Brown Wealth Advisors is an SEC-registered investment advisory firm in Williamsburg, VA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 324719
- Filed as: JOSS BROWN WEALTH ADVISORS
- Legal name: Joss Brown Wealth Advisors Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Williamsburg, VA
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324719
- AdvisorCensus page: https://advisorcensus.com/firm/joss-brown-wealth-advisors-williamsburg-va-324719

## Quick answers

**How is Joss Brown Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Joss Brown Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Joss Brown Wealth Advisors' brochure say about its fees?**
Its Form ADV Part 2A brochure dated February 5, 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 Joss Brown Wealth Advisors located?**
Joss Brown Wealth Advisors' principal office is in Williamsburg, VA, according to its Form ADV; the March 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Joss Brown Wealth Advisors registered with the SEC or a state?**
Joss Brown Wealth Advisors is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324719.

**How much does Joss Brown Wealth Advisors manage?**
Joss Brown Wealth Advisors reports $162,360,605 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (93% discretionary).

**How have Joss Brown Wealth Advisors' assets and staff changed since 2023?**
In the Form ADV data for Joss Brown Wealth Advisors: Regulatory assets under management: $110,986,272 in the October 2023 data and $162,360,605 in the October 2026 data, up 46%. Total employees: 4 in October 2023 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Joss Brown Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (69); individuals (other than high net worth individuals) (58); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Joss Brown Wealth Advisors use?**
Joss Brown Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity as custodians holding 10% or more of its separately managed account assets.

**Does Joss Brown Wealth Advisors 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/324719

**What changed in Joss Brown Wealth Advisors' recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $139,322,250 to $162,360,605 (+17%). Changed its office addresses in Charlottesville, VA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 5, 2026)

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

> Currently, our fees range from 0.25% - 1% of investable assets subject to a $5,000 per year minimum.

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.
- Fidelity

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: $162,360,605
- Discretionary: $150,924,535
- Non-discretionary: $11,436,070

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | $25,190,817 |
| High net worth individuals | 69 | $133,050,290 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $4,109,416 |
| Other | 1 | $10,082 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, TX, VA, VI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Charlottesville, VA
- Newport News, VA

### Websites listed on Form ADV (Item 1.I)
- buzzsprout.com/2398127
- jossbrown.com
- linkspreneurs.com/business-directory/6769/joss-brown-wealth-advisors
- open.spotify.com/show/2dH1hJzyWZvpN95CdGo3K7
- podcasts.apple.com/us/podcast/joss-brown-podcast/id1764954197
- Facebook @ people
- LinkedIn @ company
- YouTube @ @Joss_Brown_Wealth_Advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $110,986,272 | 4 | April 27, 2023 |
| October 2024 | $115,670,859 | 5 | September 4, 2024 |
| October 2025 | $139,322,250 | 5 | April 29, 2025 |
| October 2026 | $162,360,605 | 5 | February 5, 2026 |

Regulatory assets under management: $110,986,272 in the October 2023 data and $162,360,605 in the October 2026 data, up 46%.
Total employees: 4 in October 2023 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $139,322,250 to $162,360,605 (+17%).
- Changed its office addresses in Charlottesville, VA.

### January 2026
- Added an office in Charlottesville, VA.

### December 2025
- Registered or notice-filed in VI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Joss Brown Wealth Advisors (CRD 324719): Form ADV filing data as of October 2026.