AdvisorCensus / Financial advisors / Connecticut / Bridgeport / Tweedy, Browne Company LLC
Tweedy, Browne Company LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 1975, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 29, 2026.
Quick answers
From the filingHow is Tweedy, Browne Company LLC compensated?
On its Form ADV (Item 5.E, October 2026), Tweedy, Browne Company LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Tweedy, Browne Company LLC located?
Tweedy, Browne Company LLC's principal office is in Stamford, CT, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Tweedy, Browne Company LLC registered with the SEC or a state?
Tweedy, Browne Company LLC is an SEC-registered investment advisory firm, registered since 1975. Status as filed: Approved. CRD 6857.
How much does Tweedy, Browne Company LLC manage?
Tweedy, Browne Company LLC reports $7,127,568,740 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).
How have Tweedy, Browne Company LLC's assets and staff changed since 2021?
In the Form ADV data for Tweedy, Browne Company LLC: Regulatory assets under management: $12,317,643,040 in the October 2021 data and $7,127,568,740 in the October 2026 data, down 42%. Total employees: 44 in October 2021 and 39 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Tweedy, Browne Company LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (142); individuals (other than high net worth individuals) (45); pooled investment vehicles (other than investment companies and business development companies) (15).
Which custodians does Tweedy, Browne Company LLC use?
Tweedy, Browne Company LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust Company, Pershing LLC and RBC Investor and Treasury Services as custodians holding 10% or more of its separately managed account assets.
Does Tweedy, Browne Company 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/6857
What changed in Tweedy, Browne Company LLC's recent Form ADV filings?
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$7,127,568,740 as of October 2026, filing dated June 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1975 (51 years)
- Employees
- Total: 39. Performing investment advisory functions: 11.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the July 2026 filing
- States registered or notice-filed
-
53 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $7,127,568,740 | 39 | June 29, 2026 |
| October 2025 | $7,265,030,665 | 41 | March 28, 2025 |
| October 2024 | $8,867,067,430 | 42 | July 23, 2024 |
| October 2023 | $8,898,877,903 | 41 | March 30, 2023 |
| October 2022 | $12,654,858,728 | 42 | July 7, 2022 |
| October 2021 | $12,317,643,040 | 44 | July 14, 2021 |
Regulatory assets under management: $12,317,643,040 in the October 2021 data and $7,127,568,740 in the October 2026 data, down 42%.
Total employees: 44 in October 2021 and 39 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Tweedy, Browne Company LLC (CRD 6857): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/tweedy-browne-company-llc-stamford-ct-6857