Larry Grogan
Grogan Advisory Services · Johnson City, Tennessee
Larry Grogan is a fee-only financial advisor at Grogan Advisory Services in Johnson City, Tennessee. Grogan Advisory Services reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Grogan Advisory Services |
|---|---|
| Based in | Johnson City, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $8.6M across 65 accounts |
| SEC registration | Investment adviser representative in TN · CRD 3107857 |
| Exams passed | Series 66 (1998) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.deltaomegagamma.net |
| Profile |
How Larry's firm compares
- Grogan Advisory Services's average account is about $132,000, from its Form ADV (assets managed divided by 65 accounts).
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Questions about Larry
Is Larry Grogan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Larry holds no broker registration, and Grogan Advisory Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Larry charge for financial advice?
Larry's firm, Grogan Advisory Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Larry Grogan based?
Larry Grogan is based in Johnson City, Tennessee.
Is Larry Grogan registered with the SEC?
Yes. Larry Grogan is registered as an investment adviser representative in TN (CRD 3107857), 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 Grogan Advisory Services manage?
Grogan Advisory Services reports $8.6M across 65 accounts in assets under management.
How do I contact Larry Grogan?
Through Larry's website, www.deltaomegagamma.net.
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.
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