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SECOND HALF FINANCIAL PARTNERS, LLC
CRD 163454File 801-113533
APPROVED
Retail clients
Disclosure events
Filing as of Apr 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$128.0M
Bottom 25% of cohort (national)
Discretionary AUM
$128.0M
Clients
493
717 accounts
Employees
5
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 5, 2018
- Principal office
- 145 WEST CENTER AVENUE, SEBRING, FL, 33870
- Phone
- 863-385-1101
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $128.0M
- Discretionary AUM
- $128.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 717
- Non-discretionary accounts
- 0
- Total accounts
- 717
- AUM per client
- $260K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $595K |
| Charitable organizations | 1 | $685K |
| High net worth individuals | 46 | $52.0M |
| Pension and profit sharing plans | 2 | $145K |
| Individuals (other than high net worth individuals) | 439 | $74.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 10 | 5 | decreased by5 |
| Mar 1, 2026 | Clients | 1,119 | 493 | decreased by626 |
| Mar 1, 2026 | AUM | $364,118,989 | $128,000,000 | decreased by$236,118,989 |
| Mar 1, 2026 | Accounts | 1,119 | 717 | decreased by402 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 760 | 1,119 | increased by359 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $240,416,458 | $364,118,989 | increased by$123,702,531 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,186 | 1,119 | decreased by67 |
| Apr 1, 2022 | Clients | 710 | 760 | increased by50 |
| Apr 1, 2022 | AUM | $192,167,861 | $240,416,458 | increased by$48,248,597 |
| Apr 1, 2022 | Accounts | 710 | 1,186 | increased by476 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SECOND HALF” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SECOND HALF” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.