ROSEMARY FRANK FINANCIAL, LLC

ROSEMARY FRANK FINANCIAL, LLC of BRENTWOOD, TN is an SEC-registered investment adviser (CRD 279027). Regulatory assets under management: $36.5M.

Registration

• CRD: 279027
• Type: Registered investment adviser
• Location: 205 POWELL PLACE SUITE 234, BRENTWOOD, TN, 37027
• Phone: 615-595-6850
• Latest filing: 2026-03-10
• Regulatory AUM: $36.5M
• Discretionary AUM: $36.5M
• Clients: 1
• Accounts: 50

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 279027 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search