Investment adviser · CRD 118427
J M BROWN FINANCIAL PARTNERS
Investment adviser filing (IA)
J M BROWN & ASSOCIATES, INC.
TULSA, OK, United States · Form ADV filed May 21, 2026
- Regulatory AUM
- $202M Form ADV · Item 5.F
- Client accounts
- 971 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 129 | $147,466,612 | 73.0% |
| High-net-worth individuals | 372 | $54,625,236 | 27.0% |
Filing source
Form ADV 2107671 · May 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 21, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
7060 S. YALE, SUITE 701TULSA, OK, 74136-5740, United States
CRD 118427
Filing source
Form ADV 2107671 · May 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.