← Directory
SECOND HALF FINANCIAL PARTNERS, LLC
CRD 163454File 801-113533
APPROVED
Retail clients
Disclosure events
Filing as of Apr 22, 2026
Feed vintage Aug 17, 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
- Website
- https://statlerfinancial.com
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.