Indivisible Partners
Firm details
- Headquarters
- Clearwater, Florida
- CRD number
- 332431
- Registered since
- November 1, 2024
- Website
- www.indivisible.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.02%
- Corporations / Businesses22.08%
- Individuals4.13%
- Pension & Profit Sharing Plans0.63%
- Charitable Organizations0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Indivisible Partners is an independent registered investment adviser structured as an LLC that began SEC registration in 2024. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify itself as an active ESG investor.
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
- Exchange Traded Equities45%
- Public Funds/Mutual Funds41%
- US Government Bonds3%
- Investment Grade Corp Bonds3%
- Non-Exchange Traded Equities2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 341Active vs passive
$977M in ETFs
48%
$465M
48%
$512M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $81.8M | 638,660 | 8.37% |
Location
Clearwater, FL
Pinellas
Location
Clearwater, FL
Headquartered in Clearwater, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 114 Turner St
- Time zone
- ET (UTC-5)
- Office locations
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