RIA Intel›Advisers›Pennsylvania›BROGAN ASSET MANAGEMENT, LLC

BROGAN ASSET MANAGEMENT, LLC

Advisory

Data as of Dec 2, 2025 · Source: SEC Form ADV

Rank in PA

#1,505

of 1,528 advisers by AUM

Average account

$250K

across 2 accounts

AUM per adviser

$250K

2 advisers

Source: SEC Form ADV. Figures as filed Dec 2, 2025.

Total AUM

$500K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$500K

Discretionary AUM$500K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

1 clients

The full client-type breakdown and the share of AUM each category represents.

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