# M.K. Brown Wealth Advisory

> M.K. Brown Wealth Advisory is an SEC-registered investment advisory firm in Oakwood, OH, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 121269
- Filed as: M.K. BROWN WEALTH ADVISORY
- Legal name: M.K. Brown Wealth Advisory, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oakwood, OH
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/121269
- AdvisorCensus page: https://advisorcensus.com/firm/m-k-brown-wealth-advisory-oakwood-oh-121269

## Quick answers

**How is M.K. Brown Wealth Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), M.K. Brown Wealth Advisory reports these compensation arrangements: a percentage of assets under its management; other.

**How much does M.K. Brown Wealth Advisory charge?**
Its Form ADV Part 2A brochure dated February 26, 2026 states: Up to $1,000,000: 2.25% a year; $1,000,000 to $2,000,000: 2% a year; $2,000,000 to $5,000,000: 1.75% a year; $5,000,000 to $10,000,000: 1.5% a year; Above $10,000,000: 1.25% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is M.K. Brown Wealth Advisory located?**
M.K. Brown Wealth Advisory's principal office is in Oakwood, OH, according to its Form ADV.

**Is M.K. Brown Wealth Advisory registered with the SEC or a state?**
M.K. Brown Wealth Advisory is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 121269.

**How much does M.K. Brown Wealth Advisory manage?**
M.K. Brown Wealth Advisory reports $165,540,986 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (99% discretionary).

**How have M.K. Brown Wealth Advisory's assets and staff changed since 2021?**
In the Form ADV data for M.K. Brown Wealth Advisory: Regulatory assets under management: $132,000,000 in the October 2021 data and $165,540,986 in the October 2026 data, up 25%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does M.K. Brown Wealth Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110); high net worth individuals (42).

**Which custodians does M.K. Brown Wealth Advisory use?**
M.K. Brown Wealth Advisory's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. and Raymond James Trust Company New Hampshire as custodians holding 10% or more of its separately managed account assets.

**Does M.K. Brown Wealth Advisory 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/121269

**What changed in M.K. Brown Wealth Advisory's recent Form ADV filings?**
In the February 2026 filing data: Registered or notice-filed in TX.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Up to $1,000,000: 2.25% a year
- $1,000,000 to $2,000,000: 2% a year
- $2,000,000 to $5,000,000: 1.75% a year
- $5,000,000 to $10,000,000: 1.5% a year
- Above $10,000,000: 1.25% a year

> Fee-Based Relationship Value Annualized Fee Up to $1 million 2.25% $1 million up to $2 million 2.00% $2 million up to $5 million 1.75% $5 million up to $10 million 1.50% $10 million and up 1.25%

> Our fees are negotiable and in most cases range between .70% to 1.75%.

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

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.
- Raymond James Trust Company New Hampshire

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: $165,540,986
- Discretionary: $163,462,004
- Non-discretionary: $2,078,982

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $47,334,956 |
| High net worth individuals | 42 | $118,206,030 |

### Advisory services (Item 5.G)
- 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: 2021 (5 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mkbrown.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $132,000,000 | 4 | April 30, 2021 |
| October 2022 | $160,000,000 | 4 | July 20, 2022 |
| October 2023 | $128,146,285 | 4 | April 26, 2023 |
| October 2024 | $149,000,000 | 3 | September 3, 2024 |
| October 2025 | $164,000,000 | 3 | February 27, 2025 |
| October 2026 | $165,540,986 | 3 | February 26, 2026 |

Regulatory assets under management: $132,000,000 in the October 2021 data and $165,540,986 in the October 2026 data, up 25%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. M.K. Brown Wealth Advisory (CRD 121269): Form ADV filing data as of October 2026.