CRD: 277149
Leading Edge Financial Planning LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-05-2015
- Office Locations
- 7
Office Locations
About Leading Edge Financial Planning LLC
Leading Edge Financial Planning is a Knoxville, TN RIA focused on the unique planning needs of pilots. The team provides comprehensive financial planning and investment management, with capabilities spanning retirement, tax planning, insurance and estate considerations. Custody relationships include Charles Schwab and Interactive Brokers—useful for ETF-centric portfolio implementation.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEVIN NICHOLAS GORMLEY
Chief Financial Officer, Principal
- CRD
- #5921812
- Ownership
- 25% but less than 50%
CHARLES PATRICK MATTINGLY
Chief Compliance Officer, Chief Executive Officer, Principal
- CRD
- #5782195
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Andrew James Christopher
Financial Advisor
- CRD
- #7178472
Nolan Clark
Financial Planner
- CRD
- #7375021
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $521,784,881 | $310,956 |
| Non-Discretionary | $0 | -- |
| Total | $521,784,881 | $310,956 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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