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| Keyboard |
| Brandon Financial Planning Inc
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|---|---|
| CRD # | 110267 |
| SEC # | 801-17960 |
| CIK # | |
| AUM | 434.9 M (2026-03-18) |
| Employees | 5 (60% Investors, 40% Brokers) |
| Phone | 901-324-6600 |
| Address | 5101 Wheelis Road Memphis, TN 38117 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 137.3 |
| (b) Individuals (high net worth individuals) | 133 | 285.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 11.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 947 | 434.9 |
| By Discretionary | ||
| Discretionary | 24 | 27.3 |
| Non-Discretionary | 923 | 407.7 |
| Total | 947 | 434.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 434.9 | |
| Total | 947 | 434.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 5 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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IL | 439.2 M |
|
Spivak Asset Management LLC
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|
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|
Hendley & Co Inc
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|
Arnold Weitz & Co
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|
August Wealth Advisors LLC
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CT | 436.6 M |
|
Greenbridge Partners LLC
✚
|
FL | 433.1 M |
|
Steadmont Advisors LLC
✚
|
AL | 430.7 M |
|
Benchmark Wealth Management LLC
✚
|
CT | 430.0 M |