HT Partners LLC
Firm details
- Headquarters
- Centerbrook, Connecticut
- CRD number
- 147400
- Registered since
- September 3, 2008
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.18%
- Individuals12.15%
- Pension & Profit Sharing Plans2.06%
- Corporations / Businesses0.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
HT Partners LLC is an independent, SEC-registered RIA organized as an LLC and operating since 2008. The firm is owner-managed and serves both high‑net‑worth individuals and families as well as institutional clients. Its advisory offering centers on financial planning and portfolio management for individuals, small businesses, and institutions. Fee arrangements include asset‑based fees, hourly charges, and fixed fees. The firm reports industry relationships with trust companies, accounting firms, and insurance companies. HT Partners does not identify as an active ESG investor and does not operate as a capital allocator; instead it places client capital with third‑party managers and traditional investment vehicles.
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 Funds80%
- Cash & Cash Equivalents9%
- Exchange Traded Equities6%
- Non-Exchange Traded Equities4%
- State & Local Bonds1%
Contacts
3 of 5Christopher Koehm
Co-Founder and Managing MemberCRD 5540551
Devin Bourque
Junior Financial PlannerCRD 6131704
Austin Van Winkle
Financial PlanningCRD 6981391
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$331M in ETFs
100%
$330M
0%
$994K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $176M | 6,067,895 | 53.02% |
Location
Centerbrook, CT
Middlesex
Location
Centerbrook, CT
Headquartered in Centerbrook, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Middlesex
- Address
- 6 Main St
- Time zone
- ET (UTC-5)
- Office locations
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