BROGAN FINANCIAL, INC.
Legal name: BROGAN FINANCIAL
CRD #133623 SEC #801-69181 KNOXVILLE, TN (865) 862-6800
SEC Registered
Total AUM
$533.3M
Discretionary
$515.2M
Employees
20
Clients
0
Accounts
2,055
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $533.3M | $515.2M | $18.1M | 20 | 0 |
| Jul 2024 | $444.2M | $428.5M | $15.7M | 22 | 0 |
| Jul 2024 | $444.2M | $428.5M | $15.7M | 22 | 0 |
| May 2024 | $444.2M | $428.5M | $15.7M | 22 | 0 |
| Mar 2024 | $444.2M | $428.5M | $15.7M | 22 | 0 |
| Mar 2023 | $380.6M | $366.3M | $14.2M | 19 | 0 |
| Mar 2022 | $397.6M | $382.3M | $15.3M | 15 | 0 |
| Oct 2021 | $302.8M | $290M | $12.8M | 14 | 0 |
| Mar 2021 | $302.8M | $290M | $12.8M | 14 | 0 |
| Sep 2020 | $252.4M | $240.6M | $11.8M | 14 | 0 |
| Jun 2020 | $252.4M | $240.6M | $11.8M | 14 | 0 |
| Apr 2020 | $252.4M | $240.6M | $11.8M | 14 | 0 |
| Mar 2019 | $218.7M | $207.1M | $11.5M | 14 | 0 |
| Mar 2018 | $174.5M | $163.3M | $11.2M | 10 | 0 |
| Mar 2017 | $168.6M | $157.2M | $11.4M | 10 | 500 |
| Apr 2016 | $147.5M | $142.8M | $4.7M | 10 | 500 |
| Mar 2016 | $147.5M | $142.8M | $4.7M | 10 | 500 |
| Mar 2015 | $139.3M | $134.2M | $5M | 9 | 400 |
| Mar 2014 | $128.1M | $122.3M | $5.7M | 10 | 400 |
| Jan 2014 | $114.1M | $108.4M | $5.7M | 10 | 370 |
| Oct 2013 | $114.1M | $108.4M | $5.7M | 10 | 370 |
| Mar 2013 | $114.1M | $108.4M | $5.7M | 10 | 370 |
| Mar 2012 | $101.6M | $92.8M | $8.8M | 6 | 360 |
| May 2011 | $80M | $65M | $15M | 10 | -- |
| Apr 2011 | $80M | $65M | $15M | 10 | -- |
| Apr 2011 | $80M | $65M | $15M | 10 | -- |
DateMar 2025
Total AUM$533.3M
Discretionary$515.2M
Non-Disc.$18.1M
Employees20
Clients0
DateJul 2024
Total AUM$444.2M
Discretionary$428.5M
Non-Disc.$15.7M
Employees22
Clients0
DateJul 2024
Total AUM$444.2M
Discretionary$428.5M
Non-Disc.$15.7M
Employees22
Clients0
DateMay 2024
Total AUM$444.2M
Discretionary$428.5M
Non-Disc.$15.7M
Employees22
Clients0
DateMar 2024
Total AUM$444.2M
Discretionary$428.5M
Non-Disc.$15.7M
Employees22
Clients0
DateMar 2023
Total AUM$380.6M
Discretionary$366.3M
Non-Disc.$14.2M
Employees19
Clients0
DateMar 2022
Total AUM$397.6M
Discretionary$382.3M
Non-Disc.$15.3M
Employees15
Clients0
DateOct 2021
Total AUM$302.8M
Discretionary$290M
Non-Disc.$12.8M
Employees14
Clients0
DateMar 2021
Total AUM$302.8M
Discretionary$290M
Non-Disc.$12.8M
Employees14
Clients0
DateSep 2020
Total AUM$252.4M
Discretionary$240.6M
Non-Disc.$11.8M
Employees14
Clients0
DateJun 2020
Total AUM$252.4M
Discretionary$240.6M
Non-Disc.$11.8M
Employees14
Clients0
DateApr 2020
Total AUM$252.4M
Discretionary$240.6M
Non-Disc.$11.8M
Employees14
Clients0
DateMar 2019
Total AUM$218.7M
Discretionary$207.1M
Non-Disc.$11.5M
Employees14
Clients0
DateMar 2018
Total AUM$174.5M
Discretionary$163.3M
Non-Disc.$11.2M
Employees10
Clients0
DateMar 2017
Total AUM$168.6M
Discretionary$157.2M
Non-Disc.$11.4M
Employees10
Clients500
DateApr 2016
Total AUM$147.5M
Discretionary$142.8M
Non-Disc.$4.7M
Employees10
Clients500
DateMar 2016
Total AUM$147.5M
Discretionary$142.8M
Non-Disc.$4.7M
Employees10
Clients500
DateMar 2015
Total AUM$139.3M
Discretionary$134.2M
Non-Disc.$5M
Employees9
Clients400
DateMar 2014
Total AUM$128.1M
Discretionary$122.3M
Non-Disc.$5.7M
Employees10
Clients400
DateJan 2014
Total AUM$114.1M
Discretionary$108.4M
Non-Disc.$5.7M
Employees10
Clients370
DateOct 2013
Total AUM$114.1M
Discretionary$108.4M
Non-Disc.$5.7M
Employees10
Clients370
DateMar 2013
Total AUM$114.1M
Discretionary$108.4M
Non-Disc.$5.7M
Employees10
Clients370
DateMar 2012
Total AUM$101.6M
Discretionary$92.8M
Non-Disc.$8.8M
Employees6
Clients360
DateMay 2011
Total AUM$80M
Discretionary$65M
Non-Disc.$15M
Employees10
Clients--
DateApr 2011
Total AUM$80M
Discretionary$65M
Non-Disc.$15M
Employees10
Clients--
DateApr 2011
Total AUM$80M
Discretionary$65M
Non-Disc.$15M
Employees10
Clients--