AdFi
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Brown, Lisle/cummings, Inc

SEC Registered
Providence, RI401-421-8900
Assets Under Management
$100M–$500M
Office Locations
1 office
Total Accounts
490

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCorporations

Leadership

David Anthony Izzi
PRESIDENT; SECRETARY; TREASURER; CHIEF COMPLIANCE OFFICER
John Arthur Marginson
VICE PRESIDENT
Louis George Jr Murphy
VICE PRESIDENT
Scott Sawyer Lisle
VICE PRESIDENT
Joseph Hugh Jr Mcginn
VICE PRESIDENT
Clifford Burrell Jr Tracy
VICE PRESIDENT

Office locations

1 office in 1 state
RI
ProvidenceHQ

Advisors at this firm

8 advisors in the directory

Regulatory & compliance

CRD number
#1331
SEC Number
801-121156
Disciplinary History
Yes
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee
Asset tierAnnual rate
First $1,000,0001.50%
Next $1,000,0001.25%
Over $2,000,0001.00%

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brown, Lisle/cummings, Inc has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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