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Evan Michael Hipp

BROWN FINANCIAL ADVISORY
FAIRHOPE, AL
·CRD# 7653655·4 years experience

Professional Summary

Evan Michael Hipp, who also goes by Evan M Hipp, is a registered financial advisor currently at BROWN FINANCIAL ADVISORY located in Fairhope, Alabama. Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Evan has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Evan M Hipp

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

4 years in the financial services industry

Current & Past Employments

BROWN FINANCIAL ADVISORY·CRD# 155548
RIA
54 S. Greeno Road, Fairhope, AL 36532
December 18, 2024 - Present
CETERA INVESTMENT SERVICES LLC·CRD# 15340
BD
Mobile, AL
January 8, 2024 - April 5, 2024
CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
Mobile, AL
January 6, 2024 - April 5, 2024
SWAN CAPITAL·CRD# 305793
RIA
Pensacola, FL
June 28, 2023 - October 4, 2023
PFS INVESTMENTS INC.·CRD# 10111
BD
Niceville, FL
November 4, 2022 - February 1, 2023

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Current Firm

BROWN FINANCIAL ADVISORY
BROWN FINANCIAL ADVISORY

BROWN FINANCIAL ADVISORY | BROWN MCLEOD, INC

CRD#: 155548 / SEC#: 801-79151
RIA
Registered Investment Advisory firm - SEC (2/4/2014 Approved)
Alabama
Registered Investment Advisory firm - Alabama (4/16/2014 Terminated)
Florida
Registered Investment Advisory firm - Florida (3/7/2014 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (3/19/2014 Terminated)
Texas
Registered Investment Advisory firm - Texas (3/7/2014 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

54 S. Greeno Road, Fairhope, AL 36532

Phone Number

(251) 928-9498

# of Employees

8

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2026.03.11 FORM ADV PART 2A (3/12/2026)

Regulatory Assets Under Management

Total Number of Accounts

859

AUM (Assets Under Management)

$468,223,225

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

I am a licensed Sales Associate with Blackwell Realty, Inc in Daphne, AL since May 2022 and Berkshire Hathaway Home Services PenFed Realty in Santa Rosa, FL since September 2020. I will maintain my active licenses until the end of the year, since the dues are paid through December 31, 2023. At that time, I will set them to inactive and resign from both brokerage firms. I spend between 0 to 2 hours per week on real estate-related activities, and none of those hours are during securities trading hours.

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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".
BROWN FINANCIAL ADVISORY
BROWN FINANCIAL ADVISORY

BROWN FINANCIAL ADVISORY | BROWN MCLEOD, INC

CRD#: 155548 / SEC#: 801-79151
RIA
Registered Investment Advisory firm - SEC (2/4/2014 Approved)
Alabama
Registered Investment Advisory firm - Alabama (4/16/2014 Terminated)
Florida
Registered Investment Advisory firm - Florida (3/7/2014 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (3/19/2014 Terminated)
Texas
Registered Investment Advisory firm - Texas (3/7/2014 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Alabama
(12/18/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2023About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2022About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Feb 2024About the Series 7TO exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 2022About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2022About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Evan Michael Hipp's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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