# Glean Financial, Inc.

> 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.

- CRD: 328986
- Filed as: GLEAN FINANCIAL, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chattanooga, TN
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328986
- AdvisorCensus page: https://advisorcensus.com/firm/glean-financial-inc-chattanooga-tn-328986

## Quick answers

**How is Glean Financial, Inc. compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Glean Financial, Inc. located?**
Glean Financial, Inc.'s principal office is in Chattanooga, TN, according to its Form ADV.

**Is Glean Financial, Inc. registered with the SEC or a state?**
Glean Financial, Inc. is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328986.

**How much does Glean Financial, Inc. manage?**
Glean Financial, Inc. reports $20,390,000 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (95% discretionary).

**What types of clients does Glean Financial, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62); high net worth individuals (17).

**Does Glean Financial, Inc. 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/328986

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $20,390,000
- Discretionary: $19,300,000
- Non-discretionary: $1,090,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $11,960,000 |
| High net worth individuals | 17 | $8,430,000 |

### 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: 2024 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gleanfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Glean Financial, Inc. (CRD 328986): Form ADV filing data as of October 2026.