B
$500.0K Total AUM
$500.0K Disc. AUM
-- 3Y CAGR
2 Employees
1 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-03-2025
- Office Locations
- 2
Office Locations
-- -- --
-- Wynnewood PA
About Brogan Asset Management, LLC
Brogan Asset Management, LLC is a retail-focused RIA offering portfolio management and financial planning, including estate and tax planning and insurance/annuity guidance. The firm’s SMA allocations are primarily ETF-based. Founded in 2025, it is led by principals Terence William Brogan (CIO) and Brian D. Brogan (CCO).
Team overview
-- AVG AGE
$250.0K AVG AUM / ADVISOR
$500.0K AVG AUM / CLIENT
0.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRIAN D BROGAN
Chief Compliance Officer, PRINCIPAL
- CRD
- #4032167
- Ownership
- 50% but less than 75%
Available
Available
Available
T
TERENCE WILLIAM BROGAN
Chief Investment Officer, PRINCIPAL
- CRD
- #3162331
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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C
CORY PHILLIP READER
--
- CRD
- #4966365
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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