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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-31-2023
- Office Locations
- 2
Office Locations
About GGM Financial LLC
GGM Financial is an independent financial planning and wealth management firm in Columbus, Ohio, serving pre-retirees/retirees and community professionals including firefighters, police, and medical and young professionals. The team provides holistic personal-CFO advice across budgeting, cash flow, investments, and wealth planning, with portfolios built primarily with mutual funds and ETFs. Known for diagramming plans with simple sketches to clarify action steps.
Reported data analysis
What the numbers show
Between December 16, 2025 and March 20, 2026, reported AUM increased 20.5%, from $425.7M to $513.0M.
Across 4 reported observations, AUM increased 54.4% between November 29, 2023 and March 20, 2026, from $332.1M to $513.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 430 clients, or 71.7 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 2 reported office locations and 3 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full GGM Financial LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
AARON BRADY GREEN
Financial Advisor, General Partner, Managing Partner
- CRD
- #5205774
- Ownership
- 75% or more
KAREN MARIE BAUMAN
Financial Advisor, PARTNER
- CRD
- #5697978
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
Unlock allContacts
Christopher Brewster
Financial Advisor
- CRD
- #2470914
MIKHAIL POLTYREV
Financial Advisor, General Partner
- CRD
- #5742709
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $512,964,815 | $564,939 |
| Non-Discretionary | $0 | -- |
| Total | $512,964,815 | $564,939 |
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Separately Managed Accounts
SMA allocation detail is available
GGM Financial LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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GGM Financial LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.