BRENNAN FINANCIAL GROUP, LLC

Overview

Brennan Financial Group, LLC is an independent registered investment adviser that serves individual and family clients, with a business background that includes accounting. The firm provides financial planning and portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM, hourly and fixed fees. Its advisory model is non-discretionary across the reported assets, which suggests clients retain final trading authority while the firm provides advice, portfolio construction and ongoing oversight. Investment activity centers on publicly available pooled vehicles—primarily mutual/public funds—while the firm also taps third-party managers for alternative exposures in real estate, commodities and oil & gas. Brennan Financial Group, LLC is not identified as a capital allocator that runs private funds in-house; instead it relies on external managers and conventional wrappers. The firm is not active on ESG-specific investing and does not operate as a multi-state adviser per the available profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices