Springlake Financial Partners
Firm details
- Headquarters
- ,
- CRD number
- 334134
- Registered since
- April 24, 2026
- Website
- www.springlakefp.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.23%
- Individuals12.61%
- Corporations / Businesses0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Springlake Financial Partners is an independent, individually owned registered investment adviser organized as an LLC that serves primarily individual and family clients. The firm acts as a capital allocator and provides financial planning alongside portfolio management for individuals, small businesses and other business or institutional clients. Its advisory services include selecting third‑party managers for clients. Fee arrangements combine a percentage of assets under management with fixed fees. Springlake does not identify itself as an active ESG investor and is not flagged as a multi‑state adviser in the provided data.
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 Funds50%
- Cash & Cash Equivalents38%
- Exchange Traded Equities8%
- State & Local Bonds3%
- Derivatives1%
Owners & executives
1 of 1
Bennie Hobson
Managing Member And Chief Compliance OfficerCRD 5825484
Contacts
1 of 1
Katie Carpenter
Wealth Advisor, PartnerCRD 6913334
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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