Leading Edge Financial Planning LLC
● SEC registered since 2021CRD 277149SEC# 801-120413Knoxville, TN
Reg. AUM
$521.8M
Employees
15
Accounts
1,678
Location
Knoxville, TN
Leading Edge Financial Planning LLC assets under management
Leading Edge Financial Planning LLC is an investment advisory firm registered with the SEC based in Knoxville, TN. The firm has been registered since 2021. It reports $521.8 million in regulatory assets under management and employs 15 people.
Leading Edge Financial Planning LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Patrick Mattingly Control | Chief Executive Officer And Chief Compliance Officer | 25-50% | 2015 |
| Kevin Nicholas Gormley Control | Chief Financial Officer | 25-50% | 2015 |
Frequently asked questions
How much does Leading Edge Financial Planning LLC manage?
Leading Edge Financial Planning LLC reports $521.8 million in regulatory assets under management on its Form ADV.
How many employees does Leading Edge Financial Planning LLC have?
Leading Edge Financial Planning LLC reports 15 employees.
Where is Leading Edge Financial Planning LLC located?
Leading Edge Financial Planning LLC is based in Knoxville, TN and has been SEC-registered since 2021.
Does Leading Edge Financial Planning LLC disclose fund performance?
Leading Edge Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6921 Office Park Circle, Knoxville, TN 37909 |
| Phone | 865-240-2292 |
| Fax | 865-409-0130 |
| Office hours | 9:00 a.m. - 4:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1967205 |
| Discloses disciplinary history | No |
Regulatory AUM
$521.8M▲ 45%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$521.8Mregulatory AUM
Discretionary $521.8M