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Brandon Financial Planning, Inc.

● SEC registered since 1982CRD 110267SEC# 801-17960Memphis, TN
Export (members)
Reg. AUM
$362.8M
Employees
6
Accounts
771
Location
Memphis, TN

Brandon Financial Planning, Inc. assets under management

Brandon Financial Planning, Inc. is a registered investment adviser overseen by the SEC based in Memphis, TN. The firm has been registered since 1982. It reports $362.8 million in regulatory assets under management and employs 6 people.
www.brandonplanning.comView on SEC.gov ↗

Brandon Financial Planning, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Elvis Denby Brandon ControlVice President50-75%1983
James Michael Cullen ControlChief Compliance OfficerUnder 5%2022
Raymond Wilson Brandon ControlPresident50-75%1989

Frequently asked questions

How much does Brandon Financial Planning, Inc. manage?

Brandon Financial Planning, Inc. reports $362.8 million in regulatory assets under management on its Form ADV.

How many employees does Brandon Financial Planning, Inc. have?

Brandon Financial Planning, Inc. reports 6 employees.

Where is Brandon Financial Planning, Inc. located?

Brandon Financial Planning, Inc. is based in Memphis, TN and has been SEC-registered since 1982.

Does Brandon Financial Planning, Inc. disclose fund performance?

Brandon Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5101 Wheelis Road, Suite 112, Memphis, TN 38117
Phone901-324-6600
Fax901-324-5743
Office hours8:30-4:30
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$29.5M
Non-discretionary$333.3M
Total (RAUM)$362.8M