$434.9M Total AUM
$27.3M Disc. AUM
6.0% 3Y CAGR
5 Employees
257 ADV. Clients
43 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Frontier harborRidge
- Established Date
- 12-03-1982
- Office Locations
- 1
Office Locations
5101 Wheelis Road Suite 112 Memphis TN
About Brandon Financial Planning, Inc.
Brandon Financial Planning is a Memphis-based, family-run RIA serving multi-generational families and business owners with comprehensive financial planning and portfolio management, including tax, estate, insurance, college, and succession planning. Investment approach emphasizes diversified asset allocation using mutual funds, ETFs, fixed income, and index strategies; custodies with Schwab and TD Ameritrade.
Team overview
65 AVG AGE
$145.0M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
16 yrs AVG TENURE
5 Employees
3 Advisory Reps
2 RIA Reps
43yrs Firm Age
Insights
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Asset Classes
Foundation
Client Personas
Foundation Eagle
Custodian
North Summit Harbor prime Signal wave
Fund Managers
Element horizon Horizon Catalyst quantum
Investment Themes
Delta Horizon pioneer
Investment Vehicles
Zenith Unison matrix
Services
Oak vector Momentum Crest vector Vital eagle Bridge Delta Ember Bridge
Technology
Peak wave Ridge matrix
Owner & Executives
RAYMOND WILSON BRANDON
President
- CRD
- #1139301
- Ownership
- 75% or more
(273) 886-6144
horizon.quantum@focuscapital.com
in linkedin.com/in/capital-pathway
J
JAMES MICHAEL CULLEN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(908) 763-9088
legacy.wave@fusioncapital.com
in linkedin.com/in/matrix-eagle
Showing 2 of 2 owners & executives
Unlock allContacts
G
GARY LEE KIEFFNER JR
--
- CRD
- #2843171
(863) 843-6039
signal.radial@beaconcapital.com
in linkedin.com/in/value-zenith
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,266,205 | $1,136,092 |
| Non-Discretionary | $407,665,205 | $441,674 |
| Total | $434,931,410 | $459,273 |
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Separately Managed Accounts
Total SMA Asset: $434,931,410
Public Funds:
16.8% Equity - Exchange:
20.6% Cash:
47.1% U.S. Government/Agency:
15.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,361,122,235 | 16.8% |
| Equity - Exchange | $1,668,995,121 | 20.6% |
| Cash | $3,816,003,408 | 47.1% |
| U.S. Government/Agency | $1,255,797,299 | 15.5% |
| Total | $8,101,918,063 | 100.0% |