Brandon Financial Planning, Inc.
Brandon Financial Planning, Inc. is an SEC-registered wealth manager in Memphis, TN with $434.9M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Brandon Financial Planning, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110267, SEC 801-17960, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $434.9M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Memphis, TN
- Employees
- 5
- Clients
- 252
- CRD
- 110267
- Ownership
- BRANDON, RAYMOND, WILSON; BRANDON, HELEN, DEUPREE; BRANDON, ELVIS, DENBY; CULLEN, JAMES, MICHAEL
How much AUM does Brandon Financial Planning, Inc. have?
Brandon Financial Planning, Inc. reported $434.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Brandon Financial Planning, Inc.?
Disclosed owners and executives of Brandon Financial Planning, Inc. include BRANDON, RAYMOND, WILSON, BRANDON, HELEN, DEUPREE, BRANDON, ELVIS, DENBY, CULLEN, JAMES, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.