G
$8.6M Total AUM
$8.6M Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-28-2011
- Office Locations
- 1
Office Locations
-- Johnson City TN
About Grogan Advisory Services, LLC
Grogan Advisory Services, LLC is a Johnson City, TN-based RIA serving retail clients with discretionary portfolio management. Portfolios are primarily implemented with equity ETFs, alongside cash and some individual equities. Custodies through Charles Schwab. Led by founder/CCO Larry Nelson Grogan; the firm also lists cryptocurrency among its focus areas.
Team overview
-- AVG AGE
$8.6M AVG AUM / ADVISOR
$132.3K AVG AUM / CLIENT
15 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Unlock to compare peer behavior around pathway horizon.
Open the full profile to inspect shifts in zenith radial.
Request access to benchmark trends tied to harbor.
Unlock to compare peer behavior around atlas quantum.
Unlock to see real insight on radial beacon ridge.
Unlock to see real insight on quantum vertex optima.
Request access to benchmark trends tied to focus.
Premium access reveals conviction themes in matrix matrix north.
Asset Classes
Delta horizon Pathway
Client Personas
Frontier
Investment Vehicles
Foundation
Services
Fusion crest Ridge catalyst Harbor Element Bridge wave
Owner & Executives
LARRY NELSON GROGAN
Chief Compliance Officer, President
- CRD
- #3107857
- Ownership
- 75% or more
(206) 799-8924
ridge.atlas@radialcapital.com
in linkedin.com/in/momentum-foundation
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,600,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $8,600,000
Equity - Exchange:
39.0% Cash:
51.4% Equity - OTC:
9.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $804,164,819 | 39.0% |
| Cash | $1,059,847,993 | 51.4% |
| Equity - OTC | $197,948,263 | 9.6% |
| Total | $2,061,961,075 | 100.0% |