BRANDON FINANCIAL PLANNING, INC.
SEC file number 801-17960
· MEMPHIS, TN
https://brandonplanning.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$327.7M
Discretionary AUM
$18.2M
Employees
7
Clients
5
Firm
- Address
- 5101 WHEELIS ROAD
MEMPHIS, TN 38117 - Phone
- —
- Website
- https://brandonplanning.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- 1006 Brandon, LLC Low name-match confidence · CIK 2159939 · NY
- ALF IV REIT Cottages at Brandon LLC Low name-match confidence · CIK 2052099 · FL
- EB5AN Brandon Multifamily Fund 41, LP Low name-match confidence · CIK 2125302 · PR
- EB5AN Brandon Multifamily Fund 42, LP Low name-match confidence · CIK 2125303 · PR
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1006 Brandon, LLC · D · Oct 14, 2026$1.3M
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EB5AN Brandon Multifamily Fund 42, LP · D/A · Oct 7, 2026$25.6M
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EB5AN Brandon Multifamily Fund 41, LP · D/A · Oct 7, 2026$28M
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EB5AN Brandon Multifamily Fund 42, LP · D/A · Sep 14, 2026$25.6M
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EB5AN Brandon Multifamily Fund 41, LP · D/A · Sep 14, 2026$28M
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EB5AN Brandon Multifamily Fund 42, LP · D · Apr 13, 2026$25.6M
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EB5AN Brandon Multifamily Fund 41, LP · D · Apr 13, 2026$28M
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ALF IV REIT Cottages at Brandon LLC · D · Jan 29, 2025$125K