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AK

Adam M. King

BROWN ADVISORY
Charlottesville, VA 22902
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CRD#: 5873533
AK

Professional summary


Adam Matthew King is a registered financial advisor currently at BROWN ADVISORY located in Charlottesville, Virginia.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Adam has worked at 2 firms .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Adam Matthew King's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 29, 2019 - Present

BROWN ADVISORY

Office #1: 410 East Water Street Suite 400a, Charlottesville, VA 22902
RIA
CRD#: 106375
Charlottesville, VA
Past

December 31, 2018 - June 6, 2019

BROWN ADVISORY

RIA
CRD#: 110181
Norfolk, VA
Past

January 5, 2011 - December 31, 2018

BROWN ADVISORY

RIA
CRD#: 106375
Charlottesville, VA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BA
BROWN ADVISORY
BROWN ADVISORY | SIGNATURE FINANCIAL MANAGEMENT INC | SIGNATURE FAMILY WEALTH ADVISORS | SIGNATURE

CRD#: 106375 / SEC#: 801-47290

RIA
Registered Investment Advisory firm - (9/6/1994 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Virginia
(5/29/2019)

Exams


Current Firm


BA
BROWN ADVISORY
BROWN ADVISORY | SIGNATURE FINANCIAL MANAGEMENT INC | SIGNATURE FAMILY WEALTH ADVISORS | SIGNATURE

CRD#: 106375 / SEC#: 801-47290

RIA
Registered Investment Advisory firm - (9/6/1994 Approved)
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Contact information


Main Address
101 W. Main Street Suite 700, Norfolk, VA 23510-1676
Mailing Address
Phone number
(757) 625-7670
Established
Firm type
Fiscal year end
# of Employees
37

SEC notice filing (6 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SIGNATURE FINANCIAL MANAGEMENT, INC. ADV PART 2A (3/28/2025)

Regulatory assets under management


Total Number of Accounts1,744
AUM (Assets Under Management)$ 7,319,916,211

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
01/21/2025
Cover Page
10/28/2024
01/24/2024
10/27/2022

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BROWN ADVISORY

CRD#: 106375Charlottesville, VA 22902

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