Brian Dennis, Cfp®

Public-record details

Address

27001 W. Agoura Road, Suite 350, Calabasas, CA 91301

Phone

(310) 617-8024

Listed under

Financial planning, Hourly fees, Flat / fixed fees, % of assets managed

Legal name

Dennis, Brian Keith

CRD number

325735

Registration

State registered: CA

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)

Financial planning; Portfolio management for individuals/small businesses; Educational seminars/workshops

Regulatory assets under management

$529,410

Accounts managed

1

Clients reported (Form ADV 5.D)

Fewer than 5

Employees

1

Other business activities (Form ADV 6.A)

Also active as: real estate broker/agent, insurance broker or agent, lawyer or law firm

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-01-16

State registered (CA) investment adviser, CRD 325735, 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 325735 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

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.