$9.3M Total AUM
$9.3M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
9 yrs Firm Age
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-10-2017
- Office Locations
- 1
Office Locations
-- Atlanta GA
About KMR Financial Advisory, Inc.
KMR Financial Advisory is an independent, fee-only RIA in Atlanta providing ongoing comprehensive financial planning, budgeting and tax planning, and portfolio management. Portfolios are diversified across cash, bonds, stocks, ETFs, and mutual funds to align with client goals. Led by CFP® Frank Brannon, the firm follows a 7-step financial planning process and acts as a fiduciary.
Team overview
68 AVG AGE
$9.3M AVG AUM / ADVISOR
$664.7K AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Technology
Available
Owner & Executives
FRANK ROY BRANNON
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2905421
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,306,453 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,306,453 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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