BROGAN FINANCIAL, INC.
C38
CRD 133623·SEC 801-69181·KNOXVILLE, TN
AUM
$577.0M
$500M-$1B
Est. Revenue
$5.8M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $218.7M
'21 · $252.4M
'22 · $302.8M
'23 · $397.6M
'25 · $533.3M
'26 · $577.0M
'20'26
$218.7M → $577.0M▲ +164%
Client mix
| Individuals Other | 582 |
| Individuals High Net Worth | 159 |
| Corporations | 3 |
| Charitable Organizations | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 6 advisors
'23 · 5 advisors
'25 · 4 advisors
'26 · 5 advisors
'20'26
6 advisors → 5 advisors▼ -17%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsEducational Seminars WorkshopsOther Advisory Services
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
2160 LAKESIDE CENTRE WAYSUITE 102KNOXVILLE, TN 37922
Business
2160 LAKESIDE CENTRE WAYSUITE 102KNOXVILLE, TN 37922
Edgar Recent Filings
13F-HR2026-05-11 · 0001889918-26-000003
13F-HR2026-02-12 · 0001889918-26-000001