TRACTION FINANCIAL PARTNERS

RIASEC RegisteredEst. 2021

Total AUM

$288M

Discretionary

$288M

100% of AUM

Avg account

$353K

Accounts

818

Employees

Advisory reps

Firm details

Headquarters: ENCAMPMENT, Wyoming
CRD number: 315215
Registered since: July 28, 2021
Website: tractionfp.us
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.53%
Individuals6.93%
Corporations / Businesses3.65%
Charitable Organizations1.02%
Pension & Profit Sharing Plans0.88%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Traction Financial Partners is an independent registered investment adviser formed as an LLC and SEC-registered since 2021. The firm is owner-operated and positions itself as a capital allocator for both individual/family and institutional clients, combining portfolio management with financial planning and consulting services. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selection of other advisers, and educational workshops. Fee arrangements are flexible — percentage of AUM, hourly engagements, and fixed fees are used depending on the service. Traction is not identified as an active ESG investor. The firm received Citywire’s "50 Growers Across America" recognition in both 2024 and 2025.