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BROWN ADVISORY GROUP, LLC

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Company Details

Name: BROWN ADVISORY GROUP, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 08 Feb 2006 (19 years ago)
Identification Number: 000153712
ZIP code: 02915
City: Riverside
County: Providence County
Purpose: INVESTMENT ADVISOR
Principal Address: Google Maps Logo 1445 WAMPANOAG TRAIL, EAST PROVIDENCE, RI, 02915, USA
Mailing Address: Google Maps Logo 1445 WAMPANOAG TRAIL SUITE 102, EAST PROVIDENCE, RI, 02915, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau

Companies doing Investment advice

Agent

Name Role Address
JEFFREY J. BROWN, CFP Agent 1445 WAMPANOAG TRAIL SUITE 102, EAST PROVIDENCE, RI, 02915, USA

Filings

Number Name File Date
202450126790 Annual Report 2024-04-04
202335787290 Annual Report 2023-05-18
202209764530 Annual Report 2022-02-08
202209756580 Annual Report 2022-02-08
202102606630 Annual Report 2021-10-04

Uniform Commercial Code

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
202531920770
Filing Date:
2025-04-30
Action:
InitialFiling

Parties

Party Name:
BROWN ADVISORY GROUP, LLC
Party Role:
Debtor(s)
Party Name:
BankNewport
Party Role:
Secured Parties

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
202531890460
Filing Date:
2025-04-23
Action:
InitialFiling

Parties

Party Name:
BROWN ADVISORY GROUP, LLC
Party Role:
Debtor(s)
Party Name:
BankNewport
Party Role:
Secured Parties

Uniform Commercial Code Summary

Type:
UCC-3 CONTINUATION
UCC Filing Number:
202125252270
Filing Date:
2021-07-20
Action:
Continuation

Parties

Party Name:
BROWN ADVISORY GROUP, LLC
Party Role:
Debtor(s)

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2021-03-13
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$25,377
Total Face Value Of Loan:
$25,377
Business Type:
SMALL BUSINESS
Date:
2020-05-02
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$15,102
Total Face Value Of Loan:
$15,100

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$25,377
Date Approved:
2021-03-13
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$25,377
Race:
White
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$25,605.74
Servicing Lender:
Webster Bank National Association
Use of Proceeds:
Payroll: $25,376
Jobs Reported:
1
Initial Approval Amount:
$15,102
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$15,100
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
$15,265.07
Servicing Lender:
Webster Bank National Association
Use of Proceeds:
Payroll: $15,100

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Date of last update: 11 Jul 2025

Sources: Rhode Island Department of State

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