LEADING EDGE FINANCIAL PLANNING LLC
CRD #277149 SEC #801-120413 KNOXVILLE, TN 865-240-2292
SEC Registered
Total AUM
$360.2M
Discretionary
$360.2M
Employees
13
Clients
101
Accounts
1,388
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 14, 2025
- Branch Offices
- 7
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GORMLEY, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| GORMLEY, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| GORMLEY, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| GORMLEY, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| GORMLEY, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| GORMLEY, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| GORMLEY, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| GORMLEY, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| GORMLEY, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| GORMLEY, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| GORMLEY, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| GORMLEY, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| GORMLEY, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| GORMLEY, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| GORMLEY, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| GORMLEY, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| MATTINGLY, CHARLES, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MATTINGLY, CHARLES, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MATTINGLY, CHARLES, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MATTINGLY, CHARLES, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MATTINGLY, CHARLES, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MATTINGLY, CHARLES, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MATTINGLY, CHARLES, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MATTINGLY, CHARLES, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MATTINGLY, CHARLES, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MATTINGLY, CHARLES, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MATTINGLY, CHARLES, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MATTINGLY, CHARLES, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MATTINGLY, CHARLES, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MATTINGLY, CHARLES, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MATTINGLY, CHARLES, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MATTINGLY, CHARLES, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Aug 14, 2025 REGISTERED
Notice Filings (20)
AZ CA CO FL GA IL KY LA MD NC NH NJ NV OK PA SC TN TX VA WI
Address
6921 OFFICE PARK CIRCLEKNOXVILLE, TN 37909
United States
Phone: 865-240-2292