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Benjamin A. Brown (Dallas)


Benjamin A. Brown is a large advisory firm based in Dallas. It manages $29.13 million of regulatory assets for 191 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

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Benjamin A. Brown provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Benjamin A. Brown: assets under management

The assets under management (AUM) of Benjamin A. Brown is $29.13 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $28.55 million in discretionary accounts and $578.14 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $152.69 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $144.53 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Benjamin A. Brown for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Benjamin A. Brown performs its advisory services is located at 3116 Live Oak, Dallas, TX 75204, 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 214-826-6660 EXT 217 or by fax 214-828-4451. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.financialmgmtsvcs.com.


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