Brogan Financial

Hourly fees in Knoxville, TN

SEC registeredNo commissions reported

Call (865) 862-6800 Send a message Map ↗

Public-record details

Address: 2160 Lakeside Centre Way, Suite 102, Knoxville, TN 37922
Phone: (865) 862-6800
Listed under: Hourly fees, Flat / fixed fees, % of assets managed
Legal name: Brogan Financial, INC.
CRD number: 133623
Registration: SEC registered since 2008-05-13
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses; Educational seminars/workshops
Regulatory assets under management: $577.0 million
Accounts managed: 2,093
Clients reported (Form ADV 5.D): 746
Individual / high-net-worth clients: 582 / 159
Employees: 31
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-31

SEC registered investment adviser, CRD 133623, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 133623 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Knoxville

Alexander Advisory Services, LLC810 Clinch Ave, 7th Floor · Knoxville, TN 37902 · (540) 381-4033 · % of assets managedCRD 304392 · % of assets · $10.3 million AUMState registeredNo commissions reported Alliance Wealth Management Partners LLC1111 N. Northshore Drive, Ste P-270 · Knoxville, TN 37919 · (865) 862-5956 · Financial planningCRD 313195 · % of assets, Hourly charges, Fixed fees · $272.4 million AUMSEC registeredNo commissions reported Aspire Private Wealth Counsel, LLC8351 E. Walker Springs Ln, Suite 400 · Knoxville, TN 37923 · (865) 500-8965 · Financial planningCRD 282582 · % of assets, Hourly charges, Fixed fees · $79.0 million AUMState registeredNo commissions reported Blue Ridge Wealth Planners9725 Cogdill Road, Suite 101 · Knoxville, TN 37932 · (865) 392-4260 · Financial planningCRD 285347 · % of assets, Other · $361.7 million AUMSEC registeredNo commissions reported Cogentblue4533 Papermill Drive, Suite 105 · Knoxville, TN 37909 · (865) 309-5892 · Financial planningCRD 312899 · % of assets, Hourly charges, Fixed fees · $606.0 million AUMSEC registeredNo commissions reported Cosey Financial Services, INC.118 Huxley Rd, Suite 5 · Knoxville, TN 37922 · (865) 470-4244 · Financial planningCRD 140175 · % of assets, Hourly charges, Fixed fees · $123.7 million AUMSEC registeredNo commissions reported Councilmark Asset Management, LLC2607 Kingston Pike, Tyson Place, Suite 180 · Knoxville, TN 37919 · (865) 330-2525 · Flat / fixed feesCRD 111748 · % of assets, Fixed fees · $270.8 million AUMSEC registeredNo commissions reported Creekside Capital, INC.8901 Sony Lane · Knoxville, TN 37923 · (865) 693-5300 · Hourly feesCRD 108972 · % of assets, Hourly charges, Fixed fees · $279.7 million AUMSEC registeredNo commissions reported

All 44 in Knoxville →