BROADLEAF PARTNERS, LLC

RIASEC RegisteredEst. 2010

Total AUM

$551M

Discretionary

$550M

100% of AUM

Avg account

$947K

Accounts

582

Employees

Advisory reps

Firm details

Headquarters: HUDSON, Ohio
CRD number: 137433
Registered since: February 25, 2010
Website: broadleafpartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI70.47%
Charitable Organizations17.3%
Individuals8.75%
Corporations / Businesses3.23%
Pension & Profit Sharing Plans0.26%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Broadleaf Partners, LLC is an independent registered investment adviser organized as an LLC and operating since 2010. The firm serves both individuals/families and institutional clients, operating as a capital allocator that uses third-party managers alongside its own advice. Its fee model is primarily a percentage of assets under management, with some arrangements described as “other.” Advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for larger business or institutional accounts, and selection of external advisers. Broadleaf does not identify as an active ESG investor and does not present itself as a multi-state or pension-consulting specialist.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities75%
Public Funds/Mutual Funds22%
Cash & Cash Equivalents4%

Owners & executives

2 of 2

WILLIAM HOOVER
President and Chief Operating OfficerCRD 2344693
DOUGLAS MACKAY
Founder, Chief Executive Officer and Chief Investment OfficerCRD 2154838