BRANDON FINANCIAL PLANNING, INC.
CRD #110267 SEC #801-17960 MEMPHIS, TN 901-324-6600
SEC Registered
Total AUM
$362.8M
Discretionary
$29.5M
Employees
6
Clients
101
Accounts
771
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $362.8M | $29.5M | $333.3M | 6 | 20 |
| May 2024 | $327.7M | $18.2M | $309.5M | 7 | 5 |
| Mar 2024 | $327.7M | $18.2M | $309.5M | 7 | 5 |
| Feb 2023 | $363.6M | $20.9M | $342.7M | 4 | 0 |
| Feb 2022 | $347.2M | $21.3M | $325.9M | 3 | 0 |
| Mar 2021 | $313.2M | $20.7M | $292.6M | 3 | 0 |
| Oct 2020 | $279.9M | $20.1M | $259.7M | 4 | 0 |
| Jun 2020 | $279.9M | $20.1M | $259.7M | 4 | 0 |
| Mar 2020 | $279.9M | $20.1M | $259.7M | 4 | 0 |
| Mar 2020 | $279.9M | $20.1M | $259.7M | 4 | 0 |
| Jan 2019 | $249.8M | $10.4M | $239.3M | 3 | 0 |
| Feb 2018 | $276.9M | $13.5M | $263.5M | 3 | 0 |
| Sep 2017 | $239.8M | $15.2M | $224.6M | 5 | 200 |
| Feb 2017 | $239.8M | $15.2M | $224.6M | 5 | 200 |
| Jan 2017 | $239.8M | $15.2M | $224.6M | 5 | 200 |
| Oct 2016 | $228M | $10.2M | $217.8M | 6 | 200 |
| Jan 2016 | $228M | $10.2M | $217.8M | 6 | 200 |
| Oct 2015 | $225.7M | $13.1M | $212.6M | 4 | 200 |
| Jan 2015 | $225.7M | $13.1M | $212.6M | 4 | 200 |
| Mar 2014 | $220.8M | $5.1M | $215.7M | 4 | 200 |
| Mar 2013 | $175M | $4M | $171M | 4 | 200 |
| Feb 2012 | $160.9M | $3.5M | $157.4M | 1 | 200 |
| Feb 2009 | $130M | $5M | $125M | 5 | -- |
| Mar 2007 | $156M | $6M | $150M | 5 | -- |
| Sep 2005 | $155M | $5M | $150M | 10 | -- |
| Apr 2002 | $144.8M | $4.8M | $140M | 5 | -- |
| Apr 2002 | $149.5M | $4.5M | $145M | 5 | -- |
DateMar 2025
Total AUM$362.8M
Discretionary$29.5M
Non-Disc.$333.3M
Employees6
Clients20
DateMay 2024
Total AUM$327.7M
Discretionary$18.2M
Non-Disc.$309.5M
Employees7
Clients5
DateMar 2024
Total AUM$327.7M
Discretionary$18.2M
Non-Disc.$309.5M
Employees7
Clients5
DateFeb 2023
Total AUM$363.6M
Discretionary$20.9M
Non-Disc.$342.7M
Employees4
Clients0
DateFeb 2022
Total AUM$347.2M
Discretionary$21.3M
Non-Disc.$325.9M
Employees3
Clients0
DateMar 2021
Total AUM$313.2M
Discretionary$20.7M
Non-Disc.$292.6M
Employees3
Clients0
DateOct 2020
Total AUM$279.9M
Discretionary$20.1M
Non-Disc.$259.7M
Employees4
Clients0
DateJun 2020
Total AUM$279.9M
Discretionary$20.1M
Non-Disc.$259.7M
Employees4
Clients0
DateMar 2020
Total AUM$279.9M
Discretionary$20.1M
Non-Disc.$259.7M
Employees4
Clients0
DateMar 2020
Total AUM$279.9M
Discretionary$20.1M
Non-Disc.$259.7M
Employees4
Clients0
DateJan 2019
Total AUM$249.8M
Discretionary$10.4M
Non-Disc.$239.3M
Employees3
Clients0
DateFeb 2018
Total AUM$276.9M
Discretionary$13.5M
Non-Disc.$263.5M
Employees3
Clients0
DateSep 2017
Total AUM$239.8M
Discretionary$15.2M
Non-Disc.$224.6M
Employees5
Clients200
DateFeb 2017
Total AUM$239.8M
Discretionary$15.2M
Non-Disc.$224.6M
Employees5
Clients200
DateJan 2017
Total AUM$239.8M
Discretionary$15.2M
Non-Disc.$224.6M
Employees5
Clients200
DateOct 2016
Total AUM$228M
Discretionary$10.2M
Non-Disc.$217.8M
Employees6
Clients200
DateJan 2016
Total AUM$228M
Discretionary$10.2M
Non-Disc.$217.8M
Employees6
Clients200
DateOct 2015
Total AUM$225.7M
Discretionary$13.1M
Non-Disc.$212.6M
Employees4
Clients200
DateJan 2015
Total AUM$225.7M
Discretionary$13.1M
Non-Disc.$212.6M
Employees4
Clients200
DateMar 2014
Total AUM$220.8M
Discretionary$5.1M
Non-Disc.$215.7M
Employees4
Clients200
DateMar 2013
Total AUM$175M
Discretionary$4M
Non-Disc.$171M
Employees4
Clients200
DateFeb 2012
Total AUM$160.9M
Discretionary$3.5M
Non-Disc.$157.4M
Employees1
Clients200
DateFeb 2009
Total AUM$130M
Discretionary$5M
Non-Disc.$125M
Employees5
Clients--
DateMar 2007
Total AUM$156M
Discretionary$6M
Non-Disc.$150M
Employees5
Clients--
DateSep 2005
Total AUM$155M
Discretionary$5M
Non-Disc.$150M
Employees10
Clients--
DateApr 2002
Total AUM$144.8M
Discretionary$4.8M
Non-Disc.$140M
Employees5
Clients--
DateApr 2002
Total AUM$149.5M
Discretionary$4.5M
Non-Disc.$145M
Employees5
Clients--