SECOND HALF FINANCIAL PARTNERS, LLC
Firm details
- Headquarters
- SEBRING, Florida
- CRD number
- 163454
- Registered since
- July 5, 2018
- Website
- www.secondhalfteam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals58.26%
- HNWI40.63%
- Charitable Organizations0.54%
- Corporations / Businesses0.46%
- Pension & Profit Sharing Plans0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Second Half Financial Partners, LLC is an independent, SEC-registered RIA organized as an LLC and operating since 2018. The firm describes itself as a capital allocator serving individual and family clients alongside institutional mandates. Its service mix centers on financial planning and discretionary portfolio management for individuals and small businesses, with additional work in pension consulting, manager selection, and publishing investor-facing periodicals. Fee arrangements include both percentage-of-AUM billing and hourly charges. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser.
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
- Exchange Traded Equities92%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1LEILA SHAVER
Chief Compliance OfficerCRD 5764341
Contacts
3 of 3PHILLIP STATLER
President and FounderCRD 2555007
GEORGE LEIDEL
PartnerCRD 3074851
JOHN SWAINE
Managing MemberCRD 4072112
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$242M in ETFs
54%
$130M
39%
$112M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $43M | 469,315 | 17.77% |
Location
SEBRING, FL
HIGHLANDS
Location
SEBRING, FL
Headquartered in SEBRING, FL, in the South of the United States.
- Region
- South
- County
- HIGHLANDS
- Address
- 145 W Center Ave
- Time zone
- ET (UTC-5)
- Office locations
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