FINANCIAL PARTNERS GROUP, LLC
Adviser information for FINANCIAL PARTNERS GROUP, LLC last updated from Form ADV on February 20th, 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 | Tennessee, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,130 | $617.7M |
| Non-Discretionary | 0 | $0 |
| Total | 1,130 | $617.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 157 | $86.0M |
| HNW Individuals | 241 | $487.2M |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 15 | $44.6M |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| 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 |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 74.9M |
| Portfolio Manager | 0 |
| Both for Same | 542.8M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| FINANCIAL PARTNERS WRAP FEE PROGRAM | FINANCIAL PARTNERS GROUP, LLC |
Principal Office
607 COMMONS DRIVEGALLATIN
TN
United States
Monday - Friday, 9:00AM - 4:00PM
Tel: 615-230-9700, Fax: 615-230-9773
Websites
Chief Compliance Officer
SCOTT T. PASCHAL
607 COMMONS DRIVE
GALLATIN
TN
United States
Tel:
615-230-9700
Fax:
615-230-9773
S****@*************M
(Full email address available in API data)
Industry Affiliates
| MCMURRAY, FOX & ASSOCIATES, PLLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PASCHAL, SCOTT, THOMAS | Individual | – | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | 01/2013 | 50-75% |
| BOWLING, FRANK, FERRELL | Individual | – | MEMBER | 11/2016 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 15th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBVIE INC | COM | 519K | 3K | – |
| ALPHABET INC | CAP STK CL A | 14M | 78K | – |
| ALTRIA GROUP INC | COM | 2M | 52K | – |
| AMAZON COM INC | COM | 3M | 16K | – |
| APPLE INC | COM | 7M | 32K | – |
| ATMOS ENERGY CORP | COM | 380K | 3K | – |
| BANK AMERICA CORP | COM | 2M | 50K | – |
| BANK OZK LITTLE ROCK ARK | COM | 758K | 18K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 9M | 23K | – |
| BIOGEN INC | COM | 323K | 1K | – |
| BOEING CO | COM | 1M | 6K | – |
| BP PLC | SPONSORED ADR | 3M | 84K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 274K | 7K | – |
| CATERPILLAR INC | COM | 9M | 26K | – |
| CHEVRON CORP NEW | COM | 5M | 34K | – |
| COCA COLA CO | COM | 763K | 12K | – |
| CONCRETE PUMPING HLDGS INC | COM | 60K | 10K | – |
| CONOCOPHILLIPS | COM | 697K | 6K | – |
| COSTCO WHSL CORP NEW | COM | 2M | 2K | – |
| CROWDSTRIKE HLDGS INC | CL A | 219K | 572 | – |
| CROWN CASTLE INC | COM | 6M | 62K | – |
| CUMMINS INC | COM | 325K | 1K | – |
| CVS HEALTH CORP | COM | 6M | 108K | – |
| DUKE ENERGY CORP NEW | COM NEW | 732K | 7K | – |
| ECOLAB INC | COM | 10M | 41K | – |
| ELI LILLY & CO | COM | 263K | 290 | – |
| EOG RES INC | COM | 5M | 40K | – |
| EXXON MOBIL CORP | COM | 11M | 94K | – |
| FEDEX CORP | COM | 11M | 37K | – |
| FIRST HORIZON CORPORATION | COM | 2M | 120K | – |
| FORD MTR CO DEL | COM | 877K | 70K | – |
| FORTINET INC | COM | 1M | 25K | – |
| GENERAL DYNAMICS CORP | COM | 247K | 851 | – |
| HOME DEPOT INC | COM | 5M | 14K | – |
| HUMANA INC | COM | 7M | 18K | – |
| HUNT J B TRANS SVCS INC | COM | 2M | 10K | – |
| INTEL CORP | COM | 2M | 51K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 1M | 6K | – |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 2M | 39K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 313K | 2K | – |
| INVESCO QQQ TR | UNIT SER 1 | 1M | 2K | – |
| ISHARES TR | CORE S&P SCP ETF | 1M | 10K | – |
| ISHARES TR | CORE S&P500 ETF | 462K | 844 | – |
| ISHARES TR | CORE US AGGBD ET | 1M | 13K | – |
| ISHARES TR | MSCI EAFE ETF | 860K | 11K | – |
| JPMORGAN CHASE & CO. | COM | 10M | 48K | – |
| LAM RESEARCH CORP | COM | 9M | 9K | – |
| LOCKHEED MARTIN CORP | COM | 9M | 18K | – |
| LOWES COS INC | COM | 2M | 7K | – |
| MARATHON PETE CORP | COM | 373K | 2K | – |
| MCDONALDS CORP | COM | 257K | 1K | – |
| MEDTRONIC PLC | SHS | 3M | 43K | – |
| MERCK & CO INC | COM | 4M | 30K | – |
| MICROSOFT CORP | COM | 14M | 30K | – |
| NOVO-NORDISK A S | ADR | 2M | 11K | – |
| NUCOR CORP | COM | 2M | 12K | – |
| NXP SEMICONDUCTORS N V | COM | 2M | 7K | – |
| OCCIDENTAL PETE CORP | COM | 6M | 100K | – |
| ORACLE CORP | COM | 316K | 2K | – |
| OWENS CORNING NEW | COM | 2M | 9K | – |
| PALO ALTO NETWORKS INC | COM | 11M | 33K | – |
| PHILLIPS 66 | COM | 218K | 2K | – |
| PNC FINL SVCS GROUP INC | COM | 357K | 2K | – |
| PROCTER AND GAMBLE CO | COM | 2M | 12K | – |
| PROSHARES TR | S&P 500 DV ARIST | 6M | 59K | – |
| REGIONS FINANCIAL CORP NEW | COM | 1M | 58K | – |
| SCHWAB CHARLES CORP | COM | 2M | 26K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 672K | 9K | – |
| SELECT SECTOR SPDR TR | ENERGY | 1M | 16K | – |
| SELECT SECTOR SPDR TR | FINANCIAL | 587K | 14K | – |
| SOUTHERN CO | COM | 226K | 3K | – |
| SOUTHWEST AIRLS CO | COM | 2M | 58K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 990K | 2K | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 1M | 2K | – |
| STEEL DYNAMICS INC | COM | 1M | 11K | – |
| TEXAS INSTRS INC | COM | 2M | 10K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 230K | 416 | – |
| TRUIST FINL CORP | COM | 1M | 39K | – |
| UNITED PARCEL SERVICE INC | CL B | 4M | 26K | – |
| UNITEDHEALTH GROUP INC | COM | 4M | 8K | – |
| US BANCORP DEL | COM NEW | 234K | 6K | – |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 3M | 32K | – |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 326K | 5K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 374K | 1K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 544K | 1K | – |
| VANGUARD INDEX FDS | VALUE ETF | 241K | 2K | – |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 367K | 6K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 215K | 1K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 484K | 8K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 329K | 7K | – |
| VERIZON COMMUNICATIONS INC | COM | 1M | 32K | – |
| VULCAN MATLS CO | COM | 1M | 6K | – |
| WALGREENS BOOTS ALLIANCE INC | COM | 1M | 88K | – |
| WALMART INC | COM | 610K | 9K | – |
| WELLS FARGO CO NEW | COM | 862K | 15K | – |
| XPO INC | COM | 901K | 8K | – |