# Brewer Financial Strategies

> Brewer Financial Strategies is a state-registered investment advisory firm in Nashville, TN, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 327062
- Filed as: BREWER FINANCIAL STRATEGIES
- Legal name: Brewer Financial Strategies LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327062
- AdvisorCensus page: https://advisorcensus.com/firm/brewer-financial-strategies-nashville-tn-327062

## Quick answers

**How is Brewer Financial Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Brewer Financial Strategies reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Brewer Financial Strategies located?**
Brewer Financial Strategies' principal office is in Nashville, TN, according to its Form ADV.

**Is Brewer Financial Strategies registered with the SEC or a state?**
Brewer Financial Strategies is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327062.

**How much does Brewer Financial Strategies manage?**
Brewer Financial Strategies reports $8,054,218 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Brewer Financial Strategies serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12).

**Does Brewer Financial Strategies report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327062

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $8,054,218
- Discretionary: $8,054,218
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $4,917,796 |
| High net worth individuals | Fewer than 5 | $3,136,422 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brewerfinancialstrategies.com
- brewingwealth.com
- wealthbrewer.com
- LinkedIn @brewer-financial-strategies
- LinkedIn @rbrewer

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brewer Financial Strategies (CRD 327062): Form ADV filing data as of October 2026.