Hedge Fund Database

FIRETHORN WEALTH PARTNERS, LLC

Adviser information for FIRETHORN WEALTH PARTNERS, LLC last updated from Form ADV on March 13th, 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 Georgia, United States

Employees

Total Number of Employees 7
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 3
Registered State Investment Advisers 4
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 1,700 $314.3M
Non-Discretionary 143 $145.4M
Total 1,843 $459.7M

Clients

Type Number RAUM
Individuals 323 $56.0M
HNW Individuals 243 $273.2M
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 $167,984
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 23 $8.8M
Other 30 $121.6M
Type Number
No. of Non-RAUM Clients 3
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

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 801-113690
SEC ERA File Number 801-113690
SEC CIK Numbers 1845743
SEC CRD Numbers 297634
Legal Entity Identifier None

Principal Office

2550 CENTRAL AVENUE
AUGUSTA
GA
United States
BY APPOINTMENT, 8AM TO 5PM
Tel: 706.426.4243, Fax: 706.426.4246

Websites

www.facebook.com/firethornwealthpartners www.instagram.com/firethorn_wealth_partners/?hl=en www.linkedin.com/company/firethorn-wealth-partners/ www.firethornwp.com

Chief Compliance Officer

MELINDA MCREE
DIRECTOR OF OPERATIONS
2550 CENTRAL AVENUE
AUGUSTA
GA
United States
Tel: 7064264243
(Full email address available in API data)

Industry Affiliates

None

Private Funds

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

Control Persons

Name Type Entity Title Since Ownership
SWEENEY, KEVIN, WHITE Individual – PARTNER 06/2018 10-25%
BENJAMIN, RAYMOND, SCOTT Individual – PARTNER 06/2018 50-75%
ROGERS, GERALD, THOMAS Individual – PARTNER 06/2018 25-50%
MCREE, MELINDA, HAIRE Individual – CHIEF COMPLIANCE OFFICER / DIRECTOR OF OPERATIONS 08/2021 < 5%

No. Employees, Historic

105020192020202120222023202420254 on 6/12/20194 on 6/12/20194 on 7/8/20194 on 7/8/20194 on 8/27/20194 on 11/27/20194 on 3/26/20204 on 3/27/20204 on 5/8/20204 on 6/24/20204 on 11/3/20204 on 3/18/20214 on 5/18/20214 on 8/5/20216 on 3/21/20226 on 3/16/20237 on 3/13/2024

RAUM, Historic

500M250M02019202020212022202320242025144387586 on 6/12/2019144387586 on 6/12/2019206979097 on 7/8/2019206979097 on 7/8/2019206979097 on 8/27/2019206979097 on 11/27/2019202919653 on 3/26/2020225933282 on 3/27/2020225933282 on 5/8/2020181915112 on 6/24/2020181915112 on 11/3/2020212718105 on 3/18/2021212718105 on 5/18/2021212718105 on 8/5/2021289427713 on 3/21/2022374506844 on 3/16/2023459678607 on 3/13/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025367 on 6/12/2019367 on 6/12/2019688 on 7/8/2019688 on 7/8/2019688 on 8/27/2019688 on 11/27/20191080 on 3/26/20201066 on 3/27/20201066 on 5/8/20201126 on 6/24/20201126 on 11/3/20201194 on 3/18/20211194 on 5/18/20211194 on 8/5/2021523 on 3/21/2022587 on 3/16/2023620 on 3/13/2024

Holdings

From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 455K 3K –
ACCENTURE PLC IRELAND SHS CLASS A 248K 819 –
AFLAC INC COM 777K 9K –
AGNC INVT CORP COM 896K 94K –
ALPHABET INC CAP STK CL C 620K 3K –
ALPHABET INC CAP STK CL A 2M 9K –
ALTRIA GROUP INC COM 282K 6K –
AMAZON COM INC COM 2M 11K –
AMGEN INC COM 200K 641 –
ANGEL OAK FUNDS TRUST INCOME ETF 214K 10K –
ANNALY CAPITAL MANAGEMENT IN COM NEW 598K 31K –
APPLE INC COM 5M 25K –
ARES ACQUISITION CORP II SHS CLASS A 131K 12K –
BANK AMERICA CORP COM 694K 17K –
BERKLEY W R CORP COM 224K 3K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 6K –
BLACKROCK ETF TRUST US EQT FACTOR 6M 135K –
BLACKROCK ETF TRUST II FLEXIBLE INCOME 918K 18K –
BROADCOM INC COM 389K 242 –
BROOKFIELD CORP CL A LTD VT SH 353K 8K –
CADENCE BANK COM 326K 12K –
CATERPILLAR INC COM 613K 2K –
CHEVRON CORP NEW COM 631K 4K –
CHUBB LIMITED COM 331K 1K –
CISCO SYS INC COM 315K 7K –
COCA COLA CO COM 586K 9K –
CORNERSTONE STRATEGIC VALUE COM 111K 14K –
CORNERSTONE TOTAL RETURN FD COM 199K 25K –
COSTCO WHSL CORP NEW COM 294K 346 –
CSX CORP COM 2M 50K –
DIMENSIONAL ETF TRUST US CORE EQUITY 1 269K 5K –
DIMENSIONAL ETF TRUST US SMALL CAP VAL 2M 67K –
DIMENSIONAL ETF TRUST EMERGING MKTS HI 394K 15K –
DIMENSIONAL ETF TRUST US HIGH PROFITAB 2M 64K –
DIMENSIONAL ETF TRUST INFLATION PROTE 590K 14K –
DIMENSIONAL ETF TRUST US REAL ESTATE E 381K 17K –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 571K 19K –
DIMENSIONAL ETF TRUST INTL CORE EQUITY 2M 80K –
DIMENSIONAL ETF TRUST SHORT DURATION F 730K 16K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 16M 488K –
DIMENSIONAL ETF TRUST WORLD EX US CORE 2M 92K –
DIMENSIONAL ETF TRUST GLOBAL CR ETF 851K 16K –
DIMENSIONAL ETF TRUST US CORE EQT MKT 3M 78K –
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 708K 27K –
DIMENSIONAL ETF TRUST INTL SMALL CAP V 717K 27K –
DIMENSIONAL ETF TRUST NATL MUN BD ETF 402K 8K –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 209K 8K –
DIMENSIONAL ETF TRUST GLOBAL REAL EST 401K 16K –
DIMENSIONAL ETF TRUST EMERGING MKTS VA 399K 15K –
DIMENSIONAL ETF TRUST EMERGING MKTS CO 722K 27K –
DIMENSIONAL ETF TRUST GLOBAL CORE PLUS 2M 37K –
DIMENSIONAL ETF TRUST CORE FIXED INCOM 1M 36K –
DISNEY WALT CO COM 324K 3K –
DOUBLELINE ETF TRUST OPPORTUNISTIC BD 239K 5K –
DUKE ENERGY CORP NEW COM NEW 536K 5K –
EATON CORP PLC SHS 519K 2K –
ELI LILLY & CO COM 771K 852 –
EMERSON ELEC CO COM 212K 2K –
EQUITY RESIDENTIAL SH BEN INT 271K 4K –
EXXON MOBIL CORP COM 1M 10K –
F N B CORP COM 767K 56K –
FEDERATED HERMES ETF TRUST HERMES TOTAL RET 406K 16K –
FIRSTENERGY CORP COM 205K 5K –
GLOBAL X FDS S&P 500 CATHOLIC 567K 9K –
HOME DEPOT INC COM 590K 2K –
HUBBELL INC COM 850K 2K –
ICAHN ENTERPRISES LP DEPOSITARY UNIT 415K 25K –
INVESCO MORTGAGE CAPITAL INC COM 375K 40K –
ISHARES INC CORE MSCI EMKT 2M 34K –
ISHARES INC MSCI EMRG CHN 2M 40K –
ISHARES TR S&P 500 GRWT ETF 7M 75K –
ISHARES TR S&P 500 VAL ETF 4M 20K –
ISHARES TR TRS FLT RT BD 327K 6K –
ISHARES TR CORE US AGGBD ET 370K 4K –
ISHARES TR ESG AWR MSCI USA 1M 9K –
ISHARES TR RUS 1000 ETF 753K 3K –
ISHARES TR CORE S&P500 ETF 13M 23K –
ISHARES TR US INFRASTRUC 505K 12K –
ISHARES TR EAFE GRWTH ETF 5M 49K –
ISHARES TR 20 YR TR BD ETF 1M 12K –
ISHARES TR EAFE VALUE ETF 3M 50K –
ISHARES TR MBS ETF 2M 19K –
ISHARES TR U.S. TECH ETF 3M 17K –
ISHARES TR JPMORGAN USD EMG 382K 4K –
ISHARES TR CORE TOTAL USD 4M 98K –
ISHARES TR US TREAS BD ETF 351K 16K –
ISHARES TR S&P 100 ETF 1M 4K –
ISHARES TR CORE DIV GRWTH 236K 4K –
ISHARES TR NATIONAL MUN ETF 544K 5K –
ISHARES TR ESG MSCI LEADR 456K 5K –
ISHARES TR HDG MSCI EAFE 1M 37K –
ISHARES TR MSCI USA QLT FCT 7M 41K –
ISHARES TR 10-20 YR TRS ETF 498K 5K –
ISHARES TR GNMA BOND ETF 348K 8K –
ISHARES TR MSCI INTL VLU FT 746K 27K –
ISHARES TR EUROPE ETF 503K 9K –
J P MORGAN EXCHANGE TRADED F BETABUILDERS I 377K 6K –
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 214K 5K –
J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 248K 3K –
J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 219K 4K –
J P MORGAN EXCHANGE TRADED F BETABUILDRS US 1M 12K –
J P MORGAN EXCHANGE TRADED F GLOBAL SEL EQUIT 274K 5K –
JOHNSON & JOHNSON COM 926K 6K –
JPMORGAN CHASE & CO. COM 569K 3K –
KIMBERLY-CLARK CORP COM 325K 2K –
KKR & CO INC COM 730K 7K –
LOCKHEED MARTIN CORP COM 325K 696 –
LOWES COS INC COM 456K 2K –
MASTERCARD INCORPORATED CL A 580K 1K –
MCDONALDS CORP COM 251K 985 –
MERCK & CO INC COM 216K 2K –
META PLATFORMS INC CL A 532K 1K –
MICROSOFT CORP COM 4M 9K –
NABORS ENERGY TRANSITION COR CL A 120K 11K –
NVIDIA CORPORATION COM 625K 5K –
ONEOK INC NEW COM 216K 3K –
PENNANTPARK FLOATING RATE CA COM 146K 13K –
PPG INDS INC COM 313K 2K –
PROCTER AND GAMBLE CO COM 847K 5K –
QUALCOMM INC COM 321K 2K –
RIVIAN AUTOMOTIVE INC COM CL A 147K 11K –
RTX CORPORATION COM 541K 5K –
SCHWAB STRATEGIC TR US BRD MKT ETF 1M 18K –
SCHWAB STRATEGIC TR US AGGREGATE B 3M 58K –
SELECT SECTOR SPDR TR TECHNOLOGY 235K 1K –
SERVISFIRST BANCSHARES INC COM 391K 6K –
SOFI TECHNOLOGIES INC COM 2M 255K –
SOFI TECHNOLOGIES INC COM 3K 18K –
SOFI TECHNOLOGIES INC COM 16K 13K –
SOUTHERN CO COM 819K 11K –
SOUTHSTATE CORPORATION COM 245K 3K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 321K 9K –
SPDR S&P 500 ETF TR TR UNIT 243K 446 –
SPDR SER TR PORTFOLI S&P1500 355K 5K –
SPDR SER TR PORTFOLIO S&P500 10M 164K –
SPDR SER TR S&P BIOTECH 718K 8K –
STARBOARD INVT TR ADAPTIVE ALPHA 594K 21K –
STARWOOD PPTY TR INC COM 322K 17K –
STERIS PLC SHS USD 273K 1K –
STOCK YDS BANCORP INC COM 769K 15K –
VANGUARD INDEX FDS TOTAL STK MKT 244K 911 –
VANGUARD MUN BD FDS TAX EXEMPT BD 1M 24K –
VERIZON COMMUNICATIONS INC COM 239K 6K –
VICTORY PORTFOLIOS II VICTORYSHARES WE 1M 32K –
VISA INC COM CL A 387K 1K –
WALMART INC COM 587K 9K –