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Myron James Borth

Investment adviser representative at Brown Financial Advisors, LLC
24 yearsExperience
2 statesRegistered in
$323.3MFirm assets
6 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

24 years in the industry.

  1. Brown Financial Advisors, LLCMay 2012 to now
  2. Brown Insurance & Tax AdvisorsJun 2002 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 2 states (KY, OH).

Brown Financial Advisors, LLC

$323.3MAssets managed
613Clients
3Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6065174
Firm CRD
147056
Advisor's SEC record (opens in a new tab)
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