Ivy League Financial Advisors LLC
● SEC registered since 2006CRD 119145SEC# 801-66562Rockville, MD
Reg. AUM
$188.7M
Employees
4
Accounts
345
Location
Rockville, MD
About Ivy League Financial Advisors
Ivy League Financial Advisors is an independent, fee-only fiduciary firm offering comprehensive financial planning, retirement planning, investment management, business planning, estate planning, and financial education. It stresses compensation solely from clients with no commissions or referral fees, serving the Washington DC, Maryland, and Virginia area.
Summary based on the firm’s website.
Ivy League Financial Advisors LLC assets under management
Ivy League Financial Advisors LLC is an investment advisory firm registered with the SEC based in Rockville, MD. The firm has been registered since 2006. It reports $188.7 million in regulatory assets under management and employs 4 people.
Ivy League Financial Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Neal Brown Control | Managing Member & Chief Compliance Officer | Over 75% | 1999 |
Frequently asked questions
How much does Ivy League Financial Advisors LLC manage?
Ivy League Financial Advisors LLC reports $188.7 million in regulatory assets under management on its Form ADV.
How many employees does Ivy League Financial Advisors LLC have?
Ivy League Financial Advisors LLC reports 4 employees.
Where is Ivy League Financial Advisors LLC located?
Ivy League Financial Advisors LLC is based in Rockville, MD and has been SEC-registered since 2006.
Does Ivy League Financial Advisors LLC disclose fund performance?
Ivy League Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11 North Washington Street, Suite 250, Rockville, MD 20850 |
| Phone | 301-258-1300 |
| Fax | (301) 560-4948 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$188.7M▲ 25%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$188.7Mregulatory AUM
Discretionary $188.7M