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BRANDON FINANCIAL PLANNING, INC.

dba BRANDON FINANCIAL PLANNING, INC. · CRD 110267 · Registered Investment Adviser

BRANDON FINANCIAL PLANNING, INC. is a Registered Investment Adviser headquartered in MEMPHIS, TN. The firm reports $434,931,410 in regulatory assets under management across 947 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$27,266,205
Non-discretionary$407,665,205
Total RAUM$434,931,410
Accounts947

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 110267. adviserinfo.sec.gov/firm/summary/110267.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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