FINANCIAL PARTNERS GROUP, INC.

CRD 288644File 801-111662

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.15B

Above cohort median (national)

Discretionary AUM

$1.12B

Non-discretionary $22.5M

Clients

1,218

3,587 accounts

Employees

Above cohort median in KS

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: DRO
Registration date: Sep 8, 2017
Principal office: 10925 ANTIOCH ROAD, SUITE 100, OVERLAND PARK, KS, 66210
Phone: 913-826-6982
Website: https://twitter.com/ClaiborneJames

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.15B
Discretionary AUM: $1.12B
Non-discretionary AUM: $22.5M
Discretionary accounts: 3,583
Non-discretionary accounts: 4
Total accounts: 3,587
AUM per client: $941K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$5.2M
Charitable organizations	Fewer than 5	$675K
High net worth individuals	373	$895.6M
Individuals (other than high net worth individuals)	840	$244.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
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

This firm answered no to every Item 11 disclosure question in this filing.

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.