Glean Financial, INC.

Public-record details

Address

1301 Riverfront Pkwy,, Suite 103, Chattanooga, TN 37402

Phone

(423) 708-4611

Listed under

Financial planning, Hourly fees, % of assets managed

CRD number

328986

Registration

State registered: FL, GA, TN, TX

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges; Other (Referral Fees)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$20.4 million

Accounts managed

221

Clients reported (Form ADV 5.D)

79

Individual / high-net-worth clients

62 / 17

Employees

2

Other business activities (Form ADV 6.A)

Also active as: insurance broker or agent

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-05-11

State registered (FL, GA, TN…) investment adviser, CRD 328986, 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 328986 — 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.