TrueAdvisor
TrueAdvisor
CK
CK

Colin Kampfe

Brown Advisory
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Brown Advisory
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
4,063 clients
Average Client Portfolio
$30.0M average
Assets Under Management
$121.9B

Fee Structure

Minimum Investment:$5M

Location

500 West 2nd Street, Suite #1850, Austin, TX, 78701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Brown Advisory
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Dimensional Fund Advisors LP
February 2017 - July 2018 · 1 yr 5 mos
Dfa Securities LLCBroker
November 2016 - July 2018 · 1 yr 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.