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M.K. Brown & Associates (Kettering)


M.K. Brown & Associates is a large advisory firm based in Kettering. It manages $28 million of regulatory assets for 137 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, Florida, Ohio, and Texas.

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M.K. Brown & Associates provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing 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 & Associates: assets under management

The assets under management (AUM) of M.K. Brown & Associates is $28 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $14 million in discretionary accounts and $14 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $202.9 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $205.88 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay M.K. Brown & Associates 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 & Associates 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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