Hedge Fund Database

FINANCIAL PARTNERS GROUP, INC.

Adviser information for FINANCIAL PARTNERS GROUP, INC. last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Kansas, United States

Employees

Total Number of Employees 9
Investment Advisory/Research 9
Registered Broker-Dealer Representatives 3
Registered State Investment Advisers 9
Licensed Agents of an Insurance Company 5
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3,239 $844.2M
Non-Discretionary 5 $15.4M
Total 3,244 $859.7M

Clients

Type Number RAUM
Individuals 901 $367.1M
HNW Individuals 212 $486.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $532,587
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $6.0M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-111662
SEC ERA File Number 801-111662
SEC CIK Numbers 1731169
SEC CRD Numbers 288644
Legal Entity Identifier None

Principal Office

10925 ANTIOCH ROAD
SUITE 100
OVERLAND PARK
KS
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 913-826-6982, Fax: 913-948-9484

Websites

twitter.com/claibornejames www.fpgkc.com www.facebook.com/fpgkc/ www.linkedin.com/company/financial-partners-group-llc/

Chief Compliance Officer

MATTHEW QUEEN
CCO
10925 ANTIOCH ROAD
SUITE 100
OVERLAND PARK
KS
United States
Tel: 913-826-6982
(Full email address available in API data)

Regulatory Contact

JAMES CLAIBORNE
PRESIDENT
10925 ANTIOCH ROAD
SUITE 100
OVERLAND PARK
KS
United States
Tel: 913-826-6982
(Full email address available in API data)

Industry Affiliates

FPG RISK MANAGEMENT SOLUTIONS, LLC Insurance company or agency
FPG TAX AND ACCOUNTING, LLC Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CLAIBORNE, JAMES, CURTIS Individual – PRESIDENT, MANAGING MEMBER 05/2017 > 75%
MCDERMOTT, TIMOTHY, JOHN Individual – CIO, MANAGING MEMBER 06/2017 10-25%
QUEEN, MATTHEW, CRAIG Individual – CCO 02/2018 < 5%

No. Employees, Historic

105020192020202120222023202420256 on 10/7/20196 on 10/23/20196 on 10/30/201910 on 3/20/202010 on 6/29/202010 on 9/18/20209 on 3/30/20219 on 3/29/20229 on 12/9/20229 on 3/22/20239 on 12/6/20239 on 12/22/20239 on 3/21/2024

RAUM, Historic

900M450M02019202020212022202320242025297001861 on 10/7/2019297001861 on 10/23/2019297001861 on 10/30/2019410615395 on 3/20/2020410615395 on 6/29/2020410615395 on 9/18/2020568317927 on 3/30/2021716595144 on 3/29/2022716595144 on 12/9/2022681973614 on 3/22/2023681973614 on 12/6/2023681973614 on 12/22/2023859665237 on 3/21/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025697 on 10/7/2019697 on 10/23/2019697 on 10/30/2019775 on 3/20/2020775 on 6/29/2020775 on 9/18/2020873 on 3/30/2021961 on 3/29/2022961 on 12/9/20221072 on 3/22/20231072 on 12/6/20231072 on 12/22/20231113 on 3/21/2024

Holdings

From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 374K 2K –
ADOBE INC COM 473K 852 –
ALPHABET INC CAP STK CL A 10M 53K –
ALPHABET INC CAP STK CL C 5M 28K –
AMAZON COM INC COM 13M 68K –
AMERICAN CENTY ETF TR US SML CP VALU 30M 333K –
AMERICAN CENTY ETF TR AVANTIS CORE FI 346K 8K –
AMERICAN CENTY ETF TR US EQT ETF 315K 3K –
AMERICAN CENTY ETF TR CORE MUNI FXD IN 9M 186K –
AMERICAN CENTY ETF TR DIVERSIFIED MU 255K 5K –
AMPLIFY ETF TR AMPLIFY VIDEO GA 210K 3K –
APPLE INC COM 22M 106K –
ARISTA NETWORKS INC COM 224K 640 –
BERKSHIRE HATHAWAY INC DEL CL A 612K 1 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 3M 7K –
BLACKROCK ETF TRUST II FLEXIBLE INCOME 553K 11K –
BLACKSTONE INC COM 525K 4K –
BOEING CO COM 237K 1K –
CAMBRIA ETF TR SHSHLD YIELD ETF 6M 88K –
CANADIAN PACIFIC KANSAS CITY COM 4M 52K –
CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 678K 31K –
CATERPILLAR INC COM 505K 2K –
CHEVRON CORP NEW COM 1M 8K –
CISCO SYS INC COM 466K 10K –
COCA COLA CO COM 358K 6K –
CONOCOPHILLIPS COM 375K 3K –
COSTCO WHSL CORP NEW COM 2M 2K –
CROSSFIRST BANKSHARES INC COM 252K 18K –
ELI LILLY & CO COM 883K 975 –
ENERGY TRANSFER L P COM UT LTD PTN 384K 24K –
EVERGY INC COM 980K 18K –
EXXON MOBIL CORP COM 511K 4K –
FIDELITY COMWLTH TR NASDAQ COMPSIT 1M 15K –
FIDELITY COVINGTON TRUST MSCI INFO TECH I 18M 107K –
FIDELITY COVINGTON TRUST ENHANCED LARGE 941K 29K –
FIDELITY COVINGTON TRUST MSCI ENERGY IDX 6M 256K –
FIDELITY COVINGTON TRUST MSCI CONSM DIS 247K 3K –
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 5M 68K –
FIDELITY COVINGTON TRUST ENHANCED LARGE 1M 43K –
FIDELITY WISE ORIGIN BITCOIN SHS 340K 6K –
FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 11M 219K –
FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 13M 564K –
FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 776K 7K –
FIRST TR EXCHANGE TRADED FD INDXX NAT RE ETF 5M 413K –
FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 2M 37K –
FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 290K 9K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 27M 485K –
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 801K 18K –
FIRST TR LRGE CP CORE ALPHA COM SHS 269K 3K –
FIRST TR NASDAQ 100 TECH IND SHS 2M 9K –
FLEXSHARES TR MORNSTAR UPSTR 463K 12K –
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 126K 20K –
GLOBAL X FDS US INFR DEV ETF 5M 144K –
GLOBAL X FDS GLB X MLP ENRG I 2M 31K –
GOLDMAN SACHS GROUP INC COM 438K 969 –
HOME DEPOT INC COM 315K 915 –
INVESCO EXCH TRADED FD TR II DORSEY WRGT SMLC 1M 14K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 23M 115K –
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 575K 7K –
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 1M 15K –
INVESCO EXCHANGE TRADED FD T ENERGY EXPLORATI 294K 9K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR 329K 4K –
INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 19M 196K –
INVESCO QQQ TR UNIT SER 1 5M 11K –
ISHARES INC CORE MSCI EMKT 855K 16K –
ISHARES TR US AER DEF ETF 3M 23K –
ISHARES TR CORE MSCI EAFE 2M 22K –
ISHARES TR MSCI USA QLT FCT 4M 21K –
ISHARES TR RUS MD CP GR ETF 2M 21K –
ISHARES TR MSCI EAFE ETF 355K 5K –
ISHARES TR CORE S&P MCP ETF 2M 28K –
ISHARES TR GLOBAL TECH ETF 304K 4K –
ISHARES TR CORE S&P US GWT 234K 2K –
ISHARES TR US INFRASTRUC 2M 36K –
ISHARES TR US TREAS BD ETF 947K 42K –
ISHARES TR EAFE VALUE ETF 348K 7K –
ISHARES TR S&P MC 400GR ETF 275K 3K –
ISHARES TR RUS 2000 GRW ETF 346K 1K –
ISHARES TR ISHARES SEMICDTR 10M 42K –
ISHARES TR FLTG RATE NT ETF 1M 25K –
ISHARES TR DOW JONES US ETF 377K 3K –
ISHARES TR SP SMCP600VL ETF 716K 7K –
ISHARES TR ESG AWR MSCI USA 878K 7K –
ISHARES TR S&P 500 VAL ETF 507K 3K –
ISHARES TR CORE DIV GRWTH 435K 8K –
ISHARES TR PFD AND INCM SEC 552K 18K –
ISHARES TR CORE S&P US VLU 425K 5K –
ISHARES TR S&P 500 GRWT ETF 747K 8K –
ISHARES TR CORE S&P500 ETF 60M 110K –
ISHARES TR U.S. FIN SVC ETF 534K 8K –
ISHARES TR CORE S&P SCP ETF 2M 16K –
ISHARES TR CORE S&P TTL STK 22M 184K –
ISHARES TR RUS 1000 GRW ETF 952K 3K –
ISHARES TR ISHS 5-10YR INVT 18M 359K –
ISHARES TR NATIONAL MUN ETF 1M 9K –
ISHARES TR S&P MC 400VL ETF 1M 10K –
ISHARES TR EAFE GRWTH ETF 259K 3K –
ISHARES TR RUSSELL 2000 ETF 481K 2K –
ISHARES TR MSCI INTL MOMENT 908K 23K –
ISHARES TR RUS MID CAP ETF 1M 18K –
ISHARES TR S&P 100 ETF 38M 144K –
ISHARES TR RUS TP200 GR ETF 5M 24K –
ISHARES TR U.S. ENERGY ETF 614K 13K –
ISHARES TR IBOXX HI YD ETF 1M 13K –
ISHARES TR EXPONENTIAL TECH 479K 8K –
ISHARES U S ETF TR U.S. TECH INDEPD 296K 4K –
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 250K 5K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 6M 113K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 29M 504K –
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 228K 5K –
JOHNSON & JOHNSON COM 487K 3K –
JPMORGAN CHASE & CO. COM 1M 5K –
LOCKHEED MARTIN CORP COM 221K 472 –
MANAGED PORTFOLIO SERIES TORTOISE NRAM PI 3M 87K –
MARATHON PETE CORP COM 299K 2K –
MCDONALDS CORP COM 442K 2K –
MERCK & CO INC COM 465K 4K –
META PLATFORMS INC CL A 1M 2K –
MICRON TECHNOLOGY INC COM 259K 2K –
MICROSOFT CORP COM 18M 41K –
NETFLIX INC COM 646K 958 –
NEXTERA ENERGY INC COM 748K 11K –
NORTHERN LTS FD TR IV INSPIRE 100 ETF 262K 7K –
NVIDIA CORPORATION COM 5M 39K –
ORACLE CORP COM 597K 4K –
OVINTIV INC COM 245K 5K –
PACER FDS TR US CASH COWS 100 14M 264K –
PACER FDS TR PACER US SMALL 2M 51K –
PARSONS CORP DEL COM 345K 4K –
PHILLIPS EDISON & CO INC COMMON STOCK 844K 26K –
PROCTER AND GAMBLE CO COM 493K 3K –
PROSHARES TR ULTRAPRO SHORT S 203K 7K –
PROSHARES TR S&P 500 DV ARIST 20M 205K –
QUANTA SVCS INC COM 706K 3K –
REALTY INCOME CORP COM 420K 8K –
RTX CORPORATION COM 352K 4K –
SAIA INC COM 486K 1K –
SALESFORCE INC COM 331K 1K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 599K 4K –
SELECT SECTOR SPDR TR SBI CONS STPLS 326K 4K –
SELECT SECTOR SPDR TR INDL 259K 2K –
SELECT SECTOR SPDR TR TECHNOLOGY 891K 4K –
SELECT SECTOR SPDR TR ENERGY 291K 3K –
SELECTQUOTE INC COM 105K 38K –
SOUTHERN CO COM 235K 3K –
SPDR GOLD TR GOLD SHS 685K 3K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 2M 59K –
SPDR S&P 500 ETF TR TR UNIT 18M 32K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 240K 448 –
SPDR SER TR BLOOMBERG SHT TE 17M 665K –
SPDR SER TR RUSSELL YIELD 289K 3K –
SPDR SER TR S&P BIOTECH 244K 3K –
SPDR SER TR S&P DIVID ETF 897K 7K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 355K 2K –
TESLA INC COM 862K 4K –
THERMO FISHER SCIENTIFIC INC COM 240K 435 –
UNITED RENTALS INC COM 415K 641 –
UNITEDHEALTH GROUP INC COM 254K 498 –
VANECK ETF TRUST PHARMACEUTCL ETF 9M 95K –
VANECK ETF TRUST MRNGSTR WDE MOAT 5M 62K –
VANGUARD INDEX FDS TOTAL STK MKT 922K 3K –
VANGUARD INDEX FDS MID CAP ETF 425K 2K –
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 223K 3K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 1M 6K –
VANGUARD WELLINGTON FD US VALUE FACTR 597K 5K –
VANGUARD WHITEHALL FDS INTL DVD ETF 1M 13K –
VANGUARD WORLD FD MEGA CAP INDEX 528K 3K –
VANGUARD WORLD FD HEALTH CAR ETF 265K 996 –
VERIZON COMMUNICATIONS INC COM 221K 5K –
WALMART INC COM 2M 22K –
WISDOMTREE TR EMER MKT HIGH FD 5M 106K –