Brandon Financial Planning, Inc.
● SEC registered since 1982CRD 110267SEC# 801-17960Memphis, TN
Reg. AUM
$434.9M
Employees
5
Accounts
947
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 $434.9 million in regulatory assets under management and employs 5 people.
Brandon Financial Planning, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Michael Cullen Control | Chief Compliance Officer | Under 5% | 2022 |
| Raymond Wilson Brandon Control | President | Over 75% | 1989 |
Frequently asked questions
How much does Brandon Financial Planning, Inc. manage?
Brandon Financial Planning, Inc. reports $434.9 million in regulatory assets under management on its Form ADV.
How many employees does Brandon Financial Planning, Inc. have?
Brandon Financial Planning, Inc. reports 5 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
| Address | 5101 Wheelis Road, Suite 112, Memphis, TN 38117 |
| Phone | 901-324-6600 |
| Fax | 901-324-5743 |
| Office hours | 8:30-4:30 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$434.9M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$434.9Mregulatory AUM
Discretionary $27.3MNon-discretionary $407.7M