Hedge Fund Database

SECOND HALF FINANCIAL PARTNERS, LLC

Adviser information for SECOND HALF FINANCIAL PARTNERS, LLC last updated from Form ADV on March 25th, 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 Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 9
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 4
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,492 $284.0M
Non-Discretionary 0 $0
Total 1,492 $284.0M

Clients

Type Number RAUM
Individuals 655 $171.2M
HNW Individuals 83 $100.3M
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 $4.5M
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 10 $8.0M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Publication of periodicals or newsletters
Compensation % of AUMHourly charges

Identifiers

SEC RIA File Number 801-113533
SEC ERA File Number 801-113533
SEC CIK Numbers 1946654
SEC CRD Numbers 163454
Legal Entity Identifier None

Principal Office

145 WEST CENTER AVENUE
SEBRING
FL
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 863-385-1101, Fax: 863-385-1646

Websites

www.linkedin.com/in/mikefitchsecondhalf www.facebook.com/slandws/ www.linkedin.com/in/markburnam/ twitter.com/secondhalfteam www.secondhalfteam.com www.facebook.com/secondhalfteam www.swaineandleidel.com www.facebook.com/mark.burnam.3/ www.linkedin.com/company/the-second-half-team/

Chief Compliance Officer

BOBBIE COSGROVE
44 MILTON AVE
SUITE 314
ALPHARETTA
GA
United States
Tel: (770) 462-2118
(Full email address available in API data)

Industry Affiliates

HEARTLAND TAX AND ACCOUNTING LLC Accountant or accounting firm
PLATINUM FINANCIAL Accountant or accounting firm

Private Funds

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

Control Persons

Name Type Entity Title Since Ownership
FITCH GLOBAL, LLC Domestic Entity – OWNER 02/2021 50-75%
LEIDEL CAPITAL, INC. Domestic Entity – OWNER 02/2021 10-25%
JOHN 3:30 LLC Domestic Entity – OWNER 02/2021 10-25%
FITCH, MICHAEL, DONALD Individual FITCH GLOBAL, LLC OWNER 04/2010 > 75%
SWAINE, JOHN, WILLIAM Individual JOHN 3:30 LLC OWNER 05/2018 > 75%
LEIDEL, GEORGE, DAVID Individual LEIDEL CAPITAL, INC. OWNER 10/2015 > 75%
COSGROVE, BOBBIE, LEE Individual – CHIEF COMPLIANCE OFFICER 03/2024 < 5%

No. Employees, Historic

105020192020202120222023202420255 on 4/4/20195 on 10/10/20195 on 3/18/20205 on 4/1/20205 on 6/30/20205 on 10/14/20205 on 10/15/20205 on 12/10/20205 on 2/10/20215 on 2/10/20219 on 3/30/20219 on 5/6/20219 on 6/1/20219 on 7/30/20219 on 10/5/20219 on 3/25/20229 on 5/4/20229 on 8/9/20229 on 9/1/20229 on 12/22/20229 on 3/30/20239 on 4/3/20239 on 8/29/20239 on 12/14/20239 on 3/25/2024

RAUM, Historic

300M150M02019202020212022202320242025120589809 on 4/4/2019120589809 on 10/10/2019160794705 on 3/18/2020160794705 on 4/1/2020160794705 on 6/30/2020160794705 on 10/14/2020160794705 on 10/15/2020160794705 on 12/10/2020160794705 on 2/10/2021160794705 on 2/10/2021192167861 on 3/30/2021192167861 on 5/6/2021192167861 on 6/1/2021192167861 on 7/30/2021192167861 on 10/5/2021240416458 on 3/25/2022240416458 on 5/4/2022240416458 on 8/9/2022240416458 on 9/1/2022240416458 on 12/22/2022242699478 on 3/30/2023242699478 on 4/3/2023242699478 on 8/29/2023242699478 on 12/14/2023283976191 on 3/25/2024

No. Clients, Historic

80040002019202020212022202320242025378 on 4/4/2019378 on 10/10/2019710 on 3/18/2020710 on 4/1/2020710 on 6/30/2020710 on 10/14/2020710 on 10/15/2020710 on 12/10/2020710 on 2/10/2021710 on 2/10/2021710 on 3/30/2021710 on 5/6/2021710 on 6/1/2021710 on 7/30/2021710 on 10/5/2021760 on 3/25/2022760 on 5/4/2022760 on 8/9/2022760 on 9/1/2022760 on 12/22/2022684 on 3/30/2023684 on 4/3/2023684 on 8/29/2023684 on 12/14/2023753 on 3/25/2024

Holdings

From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALPS ETF TR SECTR DIV DOGS 206K 4K –
AT&T INC COM 224K 12K –
ABBVIE INC COM 414K 2K –
BLACKROCK INC COM 7M 9K –
BROADCOM INC COM 268K 167 –
CME GROUP INC COM 3M 13K –
D R HORTON INC COM 211K 1K –
EQUITY LIFESTYLE PPTYS INC COM 3M 41K –
EXXON MOBIL CORP COM 708K 6K –
FIRST TR EXCH TRADED FD III FT VEST SMID 9M 441K –
FIRST TR EXCHANGE-TRADED FD FT VEST RIS 9M 401K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 313K 9K –
INTERCONTINENTAL EXCHANGE IN COM 3M 24K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 749K 5K –
INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO 741K 8K –
INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 394K 9K –
ISHARES INC MSCI GBL ETF NEW 6M 137K –
ISHARES TR 0-3 MNTH TREASRY 220K 2K –
JPMORGAN CHASE & CO. COM 4M 20K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 12M 212K –
MARATHON PETE CORP COM 203K 1K –
NETFLIX INC COM 667K 989 –
NEXTERA ENERGY INC COM 4M 53K –
NVIDIA CORPORATION COM 700K 6K –
PROSHARES TR PSHS ULTRA QQQ 240K 2K –
RUMBLE INC COM CL A 113K 20K –
SPDR S&P 500 ETF TR TR UNIT 7M 12K –
SPDR DOW JONES INDL AVERAGE UT SER 1 2M 5K –
SPDR SER TR BLOOMBERG 1-3 MO 25M 271K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 478K 3K –
SELECT SECTOR SPDR TR SBI CONS DISCR 470K 3K –
SELECT SECTOR SPDR TR INDL 452K 4K –
SELECT SECTOR SPDR TR SBI INT-UTILS 7M 100K –
STARWOOD PPTY TR INC COM 6M 299K –
SUPER MICRO COMPUTER INC COM 325K 397 –
UNITEDHEALTH GROUP INC COM 6M 12K –
VERIZON COMMUNICATIONS INC COM 209K 5K –
WEC ENERGY GROUP INC COM 3M 33K –
CHUBB LIMITED COM 3M 11K –
ROYAL CARIBBEAN GROUP COM 340K 2K –