Glean Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Glean Financial, Inc. provides discretionary and non‑discretionary asset management, financial planning, and consulting for individuals and small business owners. Founded in 2023 and operating since 2024, the firm manages roughly $20.4 million across about 79 client relationships and facilitates access to third‑party managers and sub‑advisor services.
The firm tailors investment programs to each client's goals, time horizon and risk tolerance, using fundamental analysis and Modern Portfolio Theory as part of its methodology, and performs ongoing portfolio monitoring with at least quarterly reviews. Glean may implement strategies directly, appoint sub‑advisors, or refer clients to third‑party managers and serves as the liaison to monitor those managers’ performance and documentation.
Notable distinctions include that the firm’s principal also operates as a licensed insurance agent and devotes approximately 20% of his time to that activity, receiving typical commission compensation for insurance sales; the brochure discloses this and describes procedures intended to mitigate the resulting conflicts of interest. The firm also has a formal referral and fee‑sharing arrangement with a third‑party manager (Gradient Investments), including an AUM‑based incentive participation, which the firm discloses as a potential conflict and states it manages through disclosure and fiduciary procedures.
Client services
Occupation focus
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually Over $5,000,000+: 0.50% annually
$300 per hour for financial planning and consulting services
Main office
1301 Riverfront Pkwy, Suite 103
Chattanooga TN 37402
Advisors at this office
1
Most active in
Florida · Georgia · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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