Brogan Financial
Brogan Financial is an SEC-registered mass-market adviser in Knoxville, TN with $577.0M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Brogan Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133623, SEC 801-69181, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $577.0M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Knoxville, TN
- Employees
- 31
- Clients
- 746
- CRD
- 133623
- Ownership
- BROGAN, JAMES, EDWARD; SUTTON, SARAH, JEAN; MULLER, THERESA, ANN; ALLEY, BRANDON, MICHAEL; SCOTT, JAMIE, LYN
How much AUM does Brogan Financial have?
Brogan Financial reported $577.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Brogan Financial?
Disclosed owners and executives of Brogan Financial include BROGAN, JAMES, EDWARD, SUTTON, SARAH, JEAN, MULLER, THERESA, ANN, ALLEY, BRANDON, MICHAEL, SCOTT, JAMIE, LYN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.