FIRETHORN WEALTH PARTNERS, LLC

RIASEC RegisteredEst. 2018
Total AUM
$672M
Discretionary
$487M
73% of AUM
Avg account
$289K
Accounts
2,323
Employees
9
Advisory reps
6

Firm details

Headquarters
AUGUSTA, Georgia
CRD number
297634
Registered since
July 26, 2018
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI61.78%
  • Pension & Profit Sharing Plans24.9%
  • Individuals10.4%
  • Corporations / Businesses2.89%
  • Charitable Organizations0.03%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Firethorn Wealth Partners, LLC is an independent registered investment adviser that has been SEC-registered since 2018 and is organized as an LLC under individual ownership. The firm acts as a capital allocator to its clients and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting-type work. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, and fixed fees. The firm is not identified as an active ESG investor and does not classify itself as a multi-state adviser. Firethorn positions itself to combine discretionary portfolio management with advisory engagements that may be project- or hourly-based. The presence of a capital-allocation role and selection-of-other-advisers capability suggests the firm sources external managers and structures exposures for clients rather than relying solely on in-house proprietary strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, Exchange Traded Equities 18%, Private Funds 17%, Cash & Cash Equivalents 3%, Other 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%58%
  • Public Funds/Mutual Funds58%
  • Exchange Traded Equities18%
  • Private Funds17%
  • Cash & Cash Equivalents3%
  • Other2%

Contacts

3 of 6
  • Katherine Brabenec

    Director of MarketingCRD 7972519

  • MELINDA MCREE

    Director of OperationsCRD 2924945

  • RAYMOND BENJAMIN

    Founder and Managing MemberCRD 2855278

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 120

Active vs passive

$229M in ETFs

Passive

39%

$90M

Active

48%

$138M

ETFProviderStyleCategoryValueShares% of portfolio
JANUS HENDERSON AAA CLO ETF (JAAA) Janus HendersonActiveUltrashort Bond$27M535,09911.79%

Location

Primary office

AUGUSTA, GA

RICHMOND

Location

AUGUSTA, GA

Headquartered in AUGUSTA, GA, in the South of the United States.

Region
South
County
RICHMOND
Address
2550 Central Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth