Brown Advisory, LLC

Brown Advisory, LLC provides investment management services to individuals and institutions. These include high net worth individuals and families, endowments, foundations, other charitable organizations, public/government-related clients, pension and profit-sharing plans, insurance companies, corporations, individual retirement plans, trusts, estates, and other taxable individual plans. We provide active equity, active fixed income and balanced portfolio investment strategies. We also provide strategic advisory services to certain high net worth clients. We are registered with the Securities and Exchange Commission (“SEC”) as an investment adviser. As of December 31, 2017, Brown Advisory, LLC had $48,502.8 million in regulatory assets under management. Of that total, approximately $44,760.2 million represents assets managed on a discretionary basis and $3,742.6 million represents assets managed on a non-discretionary basis. These values do not include client assets under management or advisement by any of our affiliated firms, including Brown Investment Advisory & Trust Company, Brown Advisory Securities, LLC, Brown Advisory Limited, and Brown Advisory Investment Solutions Group LLC. Brown Advisory was launched in 1993 as an investment management division of Alex. Brown & Sons. Alex. Brown & Sons was a Baltimore-based investment bank founded in 1800. In 1998, Brown Advisory became independently owned through an employee-led buyout.