Brownson, Rehmus & Foxworth

Name

Brownson, Rehmus & Foxworth

Legal name

Brownson, Rehmus & Foxworth, Inc.

Website

https://brfadvisors.com

Company type

Private

Founded year

1969

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Investment Advisory & Financial Planning

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)

akta.pro secondary industries

Multi-Family Offices (MFOs) (FSAAADAB), Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

Keywords

• Investment advisory services
• Wealth management services
• Financial planning services
• Estate planning advisory
• Family office advisory

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales

Revenue model

1. Fee-Only Advisory Services: As a fee-only registered investment advisor, the firm does not accept any fees or compensation based on product sales. Revenue is derived from advisory fees charged to clients for investment advice and financial planning services, eliminating inherent conflicts of interest associated with product commissions.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Brownson, Rehmus & Foxworth is a fee-only registered investment advisor that delivers integrated financial planning and investment advisory services to multi-generational families. The practice functions as each client's family CFO, providing comprehensive advice on investment strategy, asset allocation, manager selection, wealth transfer, estate planning, philanthropy, life transitions, and family financial education.

Product overview

Brownson, Rehmus & Foxworth, Inc. is a fee-only registered investment advisor providing a single integrated platform of financial advisory services rather than modular software products. The core offering consists of three interrelated service pillars: Integrated Comprehensive Planning (acting as the family's CFO covering all financial decisions), Sophisticated Investment Advice (portfolio development and management), and Informed Financial Counseling (ongoing advisory relationship). These services work together as a unified advisory practice focused on multi-generational wealth management since 1969. The company does not offer separate software products, modules, or technology platforms.

Differentiator

Problem solved

Functional benefit

Products and services

• Integrated Comprehensive Planning Holistic financial planning service that acts as the family's CFO, covering investment strategy, asset allocation, manager selection, wealth transfer, estate planning, philanthropy, life transitions, major purchases, and family financial education for multi-generational high-net-worth families.
• Sophisticated Investment Advice Integrated portfolio development and management service informed by professional expertise, industry best practices, external counsel, and financial planning tools, with customized portfolios designed around each client's risk, liquidity, and risk-segregation constraints.
• Informed Financial Counseling Ongoing advisory service providing proactive counseling, client education, and tailored reporting that simplifies clients' financial lives and supports decision-making across their full financial picture.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves3 records

Expansion highlights1 record

Direct peers

• Bessemer Trust: Bessemer Trust is one of the largest US multi-family offices serving ultra-high-net-worth families with comprehensive wealth management, investment advisory, and family office services — directly comparable to BR&F's family-CFO, multi-generational model.
• Glenmede: Glenmede is an independent, fee-only wealth manager and multi-family office serving HNW individuals, families, and foundations with investment management and advisory services — a near-identical business model to BR&F.
• Aspiriant: Aspiriant is a fee-only RIA providing comprehensive wealth management and financial planning for HNW families, with offices across multiple US cities — directly competing in the same multi-generational family CFO niche as BR&F.
• Ballentine Partners: Ballentine Partners is a multi-family office and wealth advisory firm serving HNW families with integrated investment, financial planning, and family office services — overlapping closely with BR&F's service model and target segment.
• CIBC Private Wealth (US): CIBC Private Wealth serves HNW and UHNW families with investment advisory, wealth planning, and private banking services across major US markets — overlapping with BR&F in client profile, fee-based structure, and integrated advisory offering.
• Cresset Asset Management: Cresset is an independent, fee-only multi-family office serving HNW and UHNW families with comprehensive wealth advisory and family office services, with offices including Chicago and Naples — direct overlap with BR&F's geography and segment.
• Ascent Private Capital Management (U.S. Bank): Ascent provides multi-family office and wealth management services for HNW clients, including investment management, trust, and financial planning — directly comparable to BR&F's family-CFO proposition though owned by a bank parent.

Broad incumbents

• Mercer Advisors: Mercer Advisors is a national fee-only RIA offering comprehensive wealth management and financial planning to HNW households across many US markets — a broader scaled competitor to BR&F with M&A-driven growth.
• Edelman Financial Engines: Edelman Financial Engines is one of the largest US RIAs, providing investment advisory and financial planning to a broad HNW customer base with a hybrid digital-plus-advisor model — broader-scale incumbent competing for similar clients.
• Creative Planning: Creative Planning is a large national fee-only RIA offering wealth management, financial planning, and family office services for HNW clients — a much larger-scale incumbent operating in overlapping service categories with BR&F.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Brownson, Rehmus & Foxworth