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
30

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 operates as an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves a mix of individual and family clients alongside institutional investors and describes itself as a capital allocator that also selects third‑party managers. Core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and adviser selection. Fees are charged through a combination of asset‑based fees, hourly billing, and fixed fees. The firm does not identify as an ESG‑focused manager and is not designated 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

    Founder and Chief Financial OfficerCRD 2631401

  • DANIEL MOCK

    Partner and Chief Investment OfficerCRD 6343729

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Contacts

3 of 25

  • ELLEN CLARKE

    Private Wealth AdvisorCRD 6795700

  • Emily Lassiter

    Director, PartnerCRD 7277248

  • KEVIN MCCULLEY

    Founder & PresidentCRD 5246419

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 173

Active vs passive

$402M in ETFs

Passive

48%

$194M

Active

48%

$208M

ETFProviderStyleCategoryValueShares% of portfolio
AVANTIS US EQUITY ETF (AVUS)AvantisActiveLarge Blend$40.1M360,6709.98%
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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