Cory Reader
Brogan Asset Management · Blythe , California
Cory Reader is a fee-only financial advisor at Brogan Asset Management in Blythe , California. Brogan Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Cory →
Facts
| Firm | Brogan Asset Management |
|---|---|
| Based in | Blythe , California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $500K across 2 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4966365 |
| Exams passed | Series 63 (2026) · Series 66 (2005) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.thebrogangroup.com |
How Cory's firm compares
- Brogan Asset Management's average account is about $250,000, from its Form ADV (assets managed divided by 2 accounts).
Request an introduction to Cory
Tell Cory a little about what you're looking for. Cory isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Cory
Is Cory Reader a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cory holds no broker registration, and Brogan Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cory charge for financial advice?
Cory's firm, Brogan Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cory Reader based?
Cory Reader is based in Blythe , California.
Is Cory Reader registered with the SEC?
Yes. Cory Reader is registered as an investment adviser representative in PA (CRD 4966365), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Brogan Asset Management manage?
Brogan Asset Management reports $500K across 2 accounts in assets under management.
How do I contact Cory Reader?
Through Cory's website, www.thebrogangroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.