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
35

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 an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves both individual/family and institutional clients and operates as a capital allocator, selecting third‑party managers as part of its offering. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are a mix of AUM percentage, hourly charges and fixed fees. The firm is not identified as an active ESG investor.

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
  • Daniel Mock

    Daniel Mock

    Partner and Chief Investment OfficerCRD 6343729

  • Sandra Bolton

    Sandra Bolton

    CEO and FounderCRD 2199118

  • David Howerton

    David Howerton

    CCO & COOCRD 4540828

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Contacts

3 of 30
  • Kevin Mcculley

    Kevin Mcculley

    Founder & PresidentCRD 5246419

  • Kevin Karrh

    Kevin Karrh

    Founding Partner & Managing DirectorCRD 4131910

  • Jake Berman

    Jake Berman

    Director of Advisor ServicesCRD 6905569

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

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