Brian Shane Allen

Employer firm

Aprio Wealth Management, LLC CRD 127333

$4.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → 05/2021
  Full-Time Student
  Athens, GA
• 06/2021 → 05/2025
  Cannon Financial Strategists, Inc
  Athens, GA
• 05/2025 → 07/2026
  Mio Partners, Inc.
  Atlanta, GA
• 07/2026 → Present
  Aprio Wealth Management, Llc
  Atlanta, GA

Previous Registrations

• 2025-07-24 → 2026-07-10
  Mio Partners, Inc.
  Atlanta, GA
• 2021-07-23 → 2025-09-23
  Cannon Financial Strategists, Inc.
  Athens, GA

Other Businesses

A 1099 contractor, helping to assemble tennis leagues in the Athens, GA area for UTR Sports (www.utrsports.net), headquartered in Palo Alto, CA. This is not investment related. Started in April 2023 Typical time spent is three hours per week, not during normal business hours. Duties include communicating with potential players, implementing the rules, and matching opponents for players, plus scheduling.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-22

Designations

• Certified Financial Planner

Other Names

• Brian Shane Allen