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M.K. Brown Wealth Advisory, LLC (Kettering)


M.K. Brown Wealth Advisory, LLC is an adviser based in Kettering. It manages $55 million of regulatory assets for 130 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Florida, Ohio, and Texas.

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M.K. Brown Wealth Advisory provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

M.K. Brown Wealth Advisory: assets under management

The assets under management (AUM) of M.K. Brown Wealth Advisory, LLC is $55 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $45 million in discretionary accounts and $10 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $409.09 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $500 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay M.K. Brown Wealth Advisory, LLC for their services and products based on a percentage of assets under management, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kettering

The principal office where M.K. Brown Wealth Advisory, LLC performs its advisory services is located at 580 Lincoln Park Blvd., Kettering, OH 45429, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 937-298-8904 or by fax 937-298-8950. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.mkbrown.com.


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