{
  "crd_number": 328986,
  "slug": "glean-financial-inc-chattanooga-tn-328986",
  "primary_business_name": "GLEAN FINANCIAL, INC.",
  "legal_name": "GLEAN FINANCIAL, INC.",
  "dbas": [],
  "city": "Chattanooga",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "16860",
  "metro": {
    "cbsa_code": "16860",
    "common_name": "Chattanooga",
    "msa_name": "Chattanooga, TN-GA",
    "path": "/advisors/tn/chattanooga"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-02-20",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-05-11",
  "carried_forward": false,
  "raum_total": 20390000.0,
  "raum_discretionary": 19300000.0,
  "raum_non_discretionary": 1090000.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 11960000.0,
      "count": 62
    },
    "high_net_worth_individuals": {
      "raum": 8430000.0,
      "count": 17
    }
  },
  "compensation_types": [
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "TN",
    "TX"
  ],
  "websites": [
    "https://gleanfinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328986",
  "city_as_filed": "CHATTANOOGA",
  "url": "https://advisorcensus.com/firm/glean-financial-inc-chattanooga-tn-328986",
  "display_name": "Glean Financial, Inc.",
  "summary": "Glean Financial, Inc. is a state-registered investment advisory firm in Chattanooga, TN, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 11, 2026.",
  "citation": "AdvisorCensus. Glean Financial, Inc. (CRD 328986): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Glean Financial, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Glean Financial, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; other."
    },
    {
      "q": "Where is Glean Financial, Inc. located?",
      "a": "Glean Financial, Inc.'s principal office is in Chattanooga, TN, according to its Form ADV."
    },
    {
      "q": "Is Glean Financial, Inc. registered with the SEC or a state?",
      "a": "Glean Financial, Inc. is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328986."
    },
    {
      "q": "How much does Glean Financial, Inc. manage?",
      "a": "Glean Financial, Inc. reports $20,390,000 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (95% discretionary)."
    },
    {
      "q": "What types of clients does Glean Financial, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62); high net worth individuals (17)."
    },
    {
      "q": "Does Glean Financial, Inc. report any disciplinary disclosures?",
      "a": "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/328986"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/glean-financial-inc-chattanooga-tn-328986.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 62,
      "fewer_than_5": false,
      "raum": 11960000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 17,
      "fewer_than_5": false,
      "raum": 8430000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328986",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}