# Wilson & Browning, Inc.

> Wilson & Browning, Inc. is a state-registered investment advisory firm in Cleveland Heights, OH, registered since 1999, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 2, 2026.

- CRD: 121900
- Filed as: WILSON & BROWNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cleveland Heights, OH
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121900
- AdvisorCensus page: https://advisorcensus.com/firm/wilson-and-browning-inc-cleveland-heights-oh-121900

## Quick answers

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

**Where is Wilson & Browning, Inc. located?**
Wilson & Browning, Inc.'s principal office is in Cleveland Heights, OH, according to its Form ADV.

**Is Wilson & Browning, Inc. registered with the SEC or a state?**
Wilson & Browning, Inc. is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 121900.

**How much does Wilson & Browning, Inc. manage?**
Wilson & Browning, Inc. reports $18,504,000 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (100% discretionary).

**What types of clients does Wilson & Browning, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (2).

**Does Wilson & Browning, 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/121900

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $18,504,000
- Discretionary: $18,504,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $11,920,000 |
| High net worth individuals | 2 | $6,584,000 |

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

### Firm details
- Registered since: 1999 (26 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wilson & Browning, Inc. (CRD 121900): Form ADV filing data as of October 2026.