A complete list of active advisors currently associated with Brogan Asset Management, LLC

Warmer can help you find a great advisor at Brogan Asset Management, LLC or one who fits your needs even better.

Brogan Asset Management, LLC provides personalized financial planning and discretionary investment management to individual clients, delivering services that include cash‑flow and tax planning, retirement and education funding, estate planning, and ongoing portfolio supervision. The firm operates on a fee‑based model, does not sell commissioned insurance or annuity products, and does not act as custodian — clients retain control of their assets held with independent custodians. The firm documents client goals and risk tolerance in investment policy statements and uses a mix of fundamental, technical, and cyclical analysis to construct and monitor portfolios, with periodic reviews at least quarterly and more frequently as market conditions warrant. Financial planning is offered on an hourly or fixed‑fee basis (plans completed and delivered within 90 days), and Brogan primarily utilizes Schwab for trade execution, reporting, and custodial services. Noteworthy aspects include the firm’s small scale — $500,000 in discretionary assets under management as of November 1, 2025 and no stated account minimums — and a client base that does not target high‑net‑worth individuals. The brochure discloses a prior regulatory matter (a $7,500 Pennsylvania fine for a late filing in 2019) and notes an owner’s adjunct professorship, representing material items the firm has reported in its ADV.

To learn more about the advisors currently working at Brogan Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.