Broadleaf Partners, LLC

RIASEC RegisteredEst. 2010

Total AUM

$551M

Discretionary

$550M

100% of AUM

Avg account

$947K

Accounts

582

Employees

Advisory reps

Firm details

Headquarters: Hudson, Ohio
CRD number: 137433
Registered since: February 25, 2010
Website: broadleafpartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI70.47%
Charitable Organizations17.3%
Individuals8.75%
Corporations / Businesses3.23%
Pension & Profit Sharing Plans0.26%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Broadleaf Partners, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2010. The firm serves both individual and family clients as well as institutional clients and functions as a capital allocator, advising on portfolios and selecting third-party managers where appropriate. Core advisory services listed include financial planning, discretionary portfolio management for individuals/small businesses and for businesses/institutions, and the selection of other advisers. The firm’s stated preference is toward equities, with exchange-traded equities its largest asset class exposure. Broadleaf does not identify as an active ESG investor and appears to run a concentrated, manager-driven equity strategy complemented by allocations to third-party alternatives and other instruments.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities75%
Public Funds/Mutual Funds22%
Cash & Cash Equivalents4%

Owners & executives

2 of 2

William Hoover
President and Chief Operating OfficerCRD 2344693
Douglas Mackay
Founder, Chief Executive Officer and Chief Investment OfficerCRD 2154838