FIRETHORN WEALTH PARTNERS, LLC
Firm details
- Headquarters
- AUGUSTA, Georgia
- CRD number
- 297634
- Registered since
- July 26, 2018
- Website
- www.firethornwp.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities18%
- Private Funds17%
- Cash & Cash Equivalents3%
- Other2%
Contacts
3 of 6Katherine Brabenec
Director of MarketingCRD 7972519
MELINDA MCREE
Director of OperationsCRD 2924945
RAYMOND BENJAMIN
Founder and Managing MemberCRD 2855278
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 120Active vs passive
$229M in ETFs
39%
$90M
48%
$138M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $27M | 535,099 | 11.79% |
Location
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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