# LEADING EDGE FINANCIAL PLANNING LLC

LEADING EDGE FINANCIAL PLANNING LLC of KNOXVILLE, TN is an SEC-registered investment adviser.

## Registration

- CRD: 277149
- Type: SEC-registered investment adviser
- SEC file number: 801-120413
- Location: 6921 OFFICE PARK CIRCLE, KNOXVILLE, TN, 37909
- Phone: 865-240-2292
- Latest filing: 2026-07-20
- Regulatory AUM: $521.8M
- Discretionary AUM: $521.8M
- Clients: 15
- Accounts: 1,678

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Nicholas Gormley | CHIEF FINANCIAL OFFICER | — |
| Charles Patrick Mattingly | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| GORMLEY KEVIN NICHOLAS | CHIEF FINANCIAL OFFICER | — |
| MATTINGLY CHARLES PATRICK | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Lisa Michelle Rosenthal | CHIEF OPERATING OFFICER | — |
| Andrew James Christopher | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/277149/brochure
- Similar advisers: https://search.stillhousedata.com/firm/277149/similar
- Related entities: https://search.stillhousedata.com/firm/277149/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/277149

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.