Brownson, Rehmus & Foxworth
TL;DR
Founded in 1969, the firm provides financial counseling and non-discretionary investment advice on a fee-only basis to families with typically over $5 million in investment assets and to senior executives.
$4.8 billion
Regulatory AUM
As of ADV filing 2026-03-23
3,489
Accounts / Clients
263 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
26
Team Size
employees, 16 advisory
12 yrs
Years Registered
First registered 2014
About Brownson, Rehmus & Foxworth
Founded in 1969, the firm provides financial counseling and non-discretionary investment advice on a fee-only basis to families with typically over $5 million in investment assets and to senior executives.
Office: 227 West Monroe Street, Suite 1800, Chicago, IL 60606.
Best for: Families above $5M and executives wanting fee-only counseling with a $25K fee floor
Fee model and designations stated on the guide
Fee-onlyPlanning designations named
Form ADV data
CRD110608
RegistrationSEC-registered
First registration2014
Regulatory AUM$4.8 billion
ADV filing date2026-03-23
Accounts3,489
Clients263 individual and high-net-worth clients
Employees26
Advisory employees16
Fee modelFee-only per ADV 2A; no commissions or finder's fees
MinimumMinimum annual fees tend to start at $25,000, set by each principal (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA and CPA named for principals in ADV 2A
Source: SEC Investment Adviser Public Disclosure, CRD 110608, as of ADV filing 2026-03-23, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Chicago, IL (2026): rank 1 of 10
Client Reviews
No published reviews yet. Reviews publish once a firm has two or more verified founder reviews.