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ROOT FINANCIAL PARTNERS
Legal name: ROOT FINANCIAL PARTNERS, LLC
CRD 290289File 801-125945
APPROVED
Retail clients
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.15B
Top 25% of cohort (national)
Discretionary AUM
$2.14B
Non-discretionary $6.7M
Clients
858
4,110 accounts
Employees
65
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 8, 2022
- Principal office
- 801 BARTON SPRINGS RD, AUSTIN, TX, 78704
- Phone
- (760) 452-0720
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.15B
- Discretionary AUM
- $2.14B
- Non-discretionary AUM
- $6.7M
- Discretionary accounts
- 4,104
- Non-discretionary accounts
- 6
- Total accounts
- 4,110
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 643 | $2.06B |
| Pension and profit sharing plans | 6 | $6.7M |
| Individuals (other than high net worth individuals) | 209 | $83.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- 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 11This 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.