Indivisible Partners

RIASEC RegisteredEst. 2024
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$778K
Accounts
2,672
Employees
24
Advisory reps
32

Firm details

Headquarters
Clearwater, Florida
CRD number
332431
Registered since
November 1, 2024
Website
www.indivisible.com
Custodians
NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI73.02%
  • Corporations / Businesses22.08%
  • Individuals4.13%
  • Pension & Profit Sharing Plans0.63%
  • Charitable Organizations0.14%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Indivisible Partners is organized as a limited liability company and operates as an independent SEC-registered registered investment adviser (SEC registration year 2024). It positions itself as a capital allocator serving both individuals and families as well as institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting support and the selection of outside advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagement options. Indivisible Partners does not identify as an active ESG investor and is not registered as a multi-state adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

Asset composition: Exchange Traded Equities 45%, Public Funds/Mutual Funds 41%, US Government Bonds 3%, Investment Grade Corp Bonds 3%, Non-Exchange Traded Equities 2%, State & Local Bonds 2%, Private Funds 2%, Cash & Cash Equivalents 1%, Other 1%45%
  • Exchange Traded Equities45%
  • Public Funds/Mutual Funds41%
  • US Government Bonds3%
  • Investment Grade Corp Bonds3%
  • Non-Exchange Traded Equities2%

Owners & executives

3 of 5

  • John Hogarty

    Chief Operating OfficerCRD 2876432

  • Thomas Corra

    Thomas Corra

    Founder and Chief Financial OfficerCRD 2631401

  • Daniel Mock

    Daniel Mock

    Partner and Chief Investment OfficerCRD 6343729

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Contacts

3 of 27
  • Ellen Clarke

    Ellen Clarke

    Private Wealth AdvisorCRD 6795700

  • Emily Lassiter

    Emily Lassiter

    Director, PartnerCRD 7277248

  • Kevin Mcculley

    Kevin Mcculley

    Founder & PresidentCRD 5246419

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 264

Active vs passive

$632M in ETFs

Passive

57%

$363M

Active

39%

$269M

ETFProviderStyleCategoryValueShares% of portfolio
AVANTIS US EQUITY ETF (AVUS)AvantisActiveLarge Blend$55.1M430,3778.72%
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Location

Primary office

Clearwater, FL

Pinellas

Location

Clearwater, FL

Headquartered in Clearwater, FL, in the South of the United States.

Region
South
County
Pinellas
Address
114 Turner St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth