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BROGAN FINANCIAL
BROGAN FINANCIAL, INC.
CRD 133623 · SEC 801-69181
2160 LAKESIDE CENTRE WAY, SUITE 102, KNOXVILLE, TN, 37922, United States
Phone
(865) 862-6800
Fax
(865) 862-6818
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$577.0M
Discretionary AUM
$565.7M
Team
31 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Educational seminarsRADIO PROGRAM FOCUSING ON WEALTH, FINANCIAL AND GENERAL ISSUES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 582 | $240.2M |
| High net worth individuals | 159 | $327.5M |
| Charitable organizations | 2 | $936K |
| Corporations/business entities | 3 | $8.4M |
States served
AL, GA, OH, SC, TN, VA, TX, FL
All web addresses on file
- https://www.linkedin.com/company/brogan-financial-inc-/
- https://x.com/broganfinancial
- https://www.facebook.com/moreliving
- https://confidencewithretirement.com
- https://financialsurvivalforretirement.com
- https://www.facebook.com/BroganFinancial
- HTTPS://BROGANFINANCIAL.COM/
- https://brogantaxplanning.com
- https://www.instagram.com/broganfinancial/
Official SEC filing: View on IAPD