Tfo Wealth Partners, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 124407
· SEC file 801-62074
· Maumee, OH
· TFOPARTNERS.COM
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ADV data as of Apr 24, 2026
- Regulatory AUM
- $5.7B
- Discretionary
- $5.6B
- Clients
- 1,986
- Avg AUM / client
- $2.9M
- Accounts
- 5,341
- Employees
- 67
AUM over time
$891M
$5.7B
Nov 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 895 | $270M | 4.76% |
| High net worth individuals | 920 | $4.7B | 82.7% |
| Pension and profit sharing plans | 125 | $443M | 7.83% |
| Charitable organizations | 27 | $179M | 3.16% |
| Corporations and other businesses | 19 | $88.1M | 1.56% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Kapnick And Company, Inc. Profit Sharing And Thrift Savings Plan And Trust Kapnick And Company, Inc. Dba Kapnick Insurance Group | 2024 | |
| Neapco Holdings, Llc 401(k) Retirement Savings Plan Neapco Holdings, Llc | 2024 | |
| Kalmbach Feeds, Inc. 401(k) Plan Kalmbach Feeds, Inc. | 2024 | |
| Ice Industries 401(k) Plan Ice Industries, Inc. | 2024 | |
| Tronair, Inc. 401(k) Retirement Plan Tronair, Inc. | 2024 | |
| Mrd Apartments, Llc 401(k) Mrd Apartments, Llc | 2024 | |
| Cmc Group, Inc. Retirement Savings Plan Cmc Group, Inc. | 2024 |
People (38)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Delp, Cleves, Richard | Trustee | Dec 2009 (17y) | GP / trustee / elected manager of Msjmr 2008 Irrevocable Trust (indirect) | |
| Christopher Edward Erblich | Manager | Feb 2010 (16y) | Less than 5% | |
| Brady Michael Fineske | President And Chief Compliance Officer | CFP | Sep 2011 (15y) | Less than 5% |
| James Robert Herrick | Executive Vice President | CFP | Sep 2011 (15y) | Less than 5% |
| Sobieszczanski, Adele, Marie | Executive Vice President | Jul 2017 (9y) | Less than 5% | |
| David Soltz Sherman | Registered representative | Jan 2007 (20y) | ||
| Michael Seth Miller | Registered representative | Jan 2010 (17y) | ||
| Steven Joel Schwartz | Registered representative | CFP | Jan 2010 (17y) | |
| Christopher Jacob Winters | Registered representative | Jan 2010 (17y) | ||
| Melanie Marks Hitchen | Registered representative | May 2014 (12y) | ||
| Stephanie Mary Smith Tremoulis | Registered representative | CFP | Jun 2014 (12y) | |
| Scott Jeffrey Morgan | Registered representative | Oct 2015 (11y) | ||
| Megan O'dean Cameron | Registered representative | Jun 2016 (10y) | ||
| Donald Richard Scott | Registered representative | Jun 2016 (10y) | ||
| Tad Edward Sobieszczanski | Registered representative | CFP | Dec 2016 (10y) | |
| Angelo Wells Spinazze | Registered representative | Nov 2017 (9y) | ||
| Nicholas David Sponseller | Registered representative | Feb 2018 (8y) | ||
| Bruce Donovan Cartwright | Registered representative | CFP | May 2018 (8y) | |
| Sarah Ann Sherwin | Registered representative | Mar 2019 (7y) | ||
| Matthew Taylor Schwartz | Registered representative | CFP | Jan 2020 (7y) | |
| John David Cordes | Registered representative | CFP | Feb 2020 (6y) | |
| Chad Wesley Kreilick | Registered representative | Mar 2021 (5y) | ||
| Zowe Donya Clark | Registered representative | May 2022 (4y) | ||
| Michael William Lynch | Registered representative | Jun 2022 (4y) | ||
| Abigail Noelle Ciucci | Registered representative | CFP | Aug 2022 (4y) | |
| Jacob Steven Dryfuse | Registered representative | Dec 2022 (4y) | ||
| Kristin Lea Rausch | Registered representative | Feb 2023 (4y) | ||
| Nathan David Aloi | Registered representative | CFP | Jun 2023 (3y) | |
| Nicholas Herbert Bader | Registered representative | Jul 2023 (3y) | ||
| Anna Maria Brubaker | Registered representative | Dec 2023 (3y) | ||
| Matthew David Sheridan | Registered representative | CFP | May 2025 (1y) | |
| Jaden Grant Mc Mullen | Registered representative | CFP | Jul 2025 (1y) | |
| Joseph Paul Krebs | Registered representative | Nov 2025 (1y) | ||
| Zachary Augustus Kent | Registered representative | Jan 2026 (1y) | ||
| Michael Glenn Rinaldi | Registered representative | May 2026 (0y) | ||
| Katharine Heller | Registered representative | May 2026 (0y) | ||
| Jordan L Crabb | Registered representative | CFP | Jun 2026 (0y) | |
| Jason Jeremy Eichenberg | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tfo Partners, Inc. | Owner | Jan 2023 | A | 75% or more |
| Game 6 Holdings, Llc | Owner | Jan 2023 | B | ≈ 37.5% – 75% via Tfo Partners, Inc. |
| Msjmr 2008 Irrevocable Trust | Owner | Jan 2023 | B | ≈ 18.75% – 50% via Tfo Partners, Inc. |
| Game 6 Trust | Member | Dec 2020 | B | GP / trustee / elected manager of Game 6 Holdings, Llc (indirect) |
| Tfo Trust Company, Llc | Trustee | Jan 2023 | B | GP / trustee / elected manager of Game 6 Trust (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Game 6 Holdings, Llc: 50% – 75% of Tfo Partners, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Msjmr 2008 Irrevocable Trust: 25% – 50% of Tfo Partners, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Kapnick And Company, Inc. Profit Sharing And Thrift Savings Plan And Trust | Kapnick And Company, Inc. Dba Kapnick Insurance Group | 222 | $41.2M | 01/01/2024 |
| Neapco Holdings, Llc 401(k) Retirement Savings Plan | Neapco Holdings, Llc | 1,055 | $81.8M | 01/01/2024 |
| Kalmbach Feeds, Inc. 401(k) Plan | Kalmbach Feeds, Inc. | 871 | $59.4M | 01/01/2024 |
| Ice Industries 401(k) Plan | Ice Industries, Inc. | 364 | $14.3M | 01/01/2024 |
| Tronair, Inc. 401(k) Retirement Plan | Tronair, Inc. | 337 | $19.3M | 01/01/2024 |
| Mrd Apartments, Llc 401(k) | Mrd Apartments, Llc | 418 | $4.6M | 01/01/2024 |
| Cmc Group, Inc. Retirement Savings Plan | Cmc Group, Inc. | 192 | $15.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • % OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $5.2B (91% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗