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 organized as an LLC and registered with the SEC in 2018. The firm is owned by an individual and positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory offering covers financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 7
Kevin Sweeney
PresidentCRD 5945135
Raymond Benjamin
Founder and Managing MemberCRD 2855278
Melinda Mcree
Director of OperationsCRD 2924945
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 121Active vs passive
$260M in ETFs
39%
$102M
46%
$157M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $30.3M | 601,290 | 11.68% |
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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