Wealth Manager
    SEC Registered
    Manages Private Funds

    Brown, Lisle/Cummings, Inc

    Registered investment advisor · Providence, Rhode Island · CRD #1331

    Assets Under Management
    $487M
    Client Accounts
    490
    Employees
    13
    CRD Number
    1331
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Brown, Lisle/Cummings, Inc

    Brown, Lisle/Cummings, founded in 1912, is a wealth management firm based in Providence, Rhode Island, offering investment management and financial planning services. The firm provides both discretionary and non-discretionary portfolio management.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Brown, Lisle/Cummings, Inc

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    Frequently Asked Questions

    What is Brown, Lisle/Cummings, Inc's AUM?

    Brown, Lisle/Cummings, Inc reports approximately $487M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Brown, Lisle/Cummings, Inc headquartered?

    Brown, Lisle/Cummings, Inc is headquartered in Providence, Rhode Island.

    What is Brown, Lisle/Cummings, Inc's CRD number?

    Brown, Lisle/Cummings, Inc's CRD number is 1331. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Brown, Lisle/Cummings, Inc manage?

    Brown, Lisle/Cummings, Inc manages approximately 490 client accounts according to its latest SEC filing.

    Is Brown, Lisle/Cummings, Inc SEC registered?

    Yes, Brown, Lisle/Cummings, Inc is registered with the SEC as an investment adviser with an approved registration status.

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