Brogan Financial is an SEC registered investment adviser organized as a corporation with a primary office location in Knoxville, TN. Its latest Form ADV filing, dated March 31, 2026, reports $577M in regulatory assets under management, 31 employee, and 2,093 accounts.
Assets Under Management
$577M
Employees
31
Offices
--
Total Clients
746
Primary office
KNOXVILLE, TN
2160 LAKESIDE CENTRE WAY, SUITE 102, KNOXVILLE, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.0% of total clients.
Top client categories% of clientsClients
1
Individuals
78.0%
582
2
HNWI
21.3%
159
3
Corporations
0.4%
3
4
Charitable
0.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$577Mas of March 31, 2026
Discretionary98.0%
$566M
98% of total RAUM98.0%
Non-discretionary2.0%
$11M
2% of total RAUM2.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$577M
Total Accounts2,093
10Y AUM Change+$408M (+242.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee24:1
10Y Employee Change+21 (+210.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.