Precision Fiduciary Partners, Llc
- Regulatory AUM
- $24.1B
- Discretionary
- $21.1B
- Clients
- 4,144
- Avg AUM / client
- $5.8M
- Accounts
- 4,224
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 70 | $523M | 2.17% |
| Pension and profit sharing plans | 4,045 | $20.2B | 83.9% |
| State or municipal government entities | 29 | $3.3B | 13.9% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Todd Aaron Kading | Managing Member | CFP | Jan 2009 (18y) | ≈ 37.5% – 75% via Leafhouse Financial Group, Llc |
| Brown, Chad, Edward | Svp, Sales Strategy | Mar 2020 (6y) | Less than 5% | |
| Villarreal, Dallas, Marie | Svp, Operations & Cco | Dec 2021 (5y) | Less than 5% | |
| Sorensen, Stuart, Coates | Svp, Finance | Feb 2022 (5y) | Less than 5% | |
| Packard, David, Seth | Class C Member | May 2023 (3y) | ≈ 18.75% – 50% via Leafhouse Financial Group, Llc | |
| Alexis Juliana Miller | Registered representative | Mar 2020 (6y) | ||
| Christopher James Manor | Registered representative | Chartered Financial Consultant | Feb 2025 (1y) | |
| Michael Joseph Schaeffer | Registered representative | Jun 2025 (1y) | ||
| Dominique Demetrius Washington | Registered representative | Nov 2025 (1y) | ||
| Ethan Naumann Blanchard | Registered representative | Nov 2025 (1y) | ||
| Alexander Israel Behm | Registered representative | CFA | Dec 2025 (1y) | |
| Dominic Sanderson | Registered representative | Jan 2026 (1y) | ||
| Lavanya Batchu | Registered representative | Jul 2026 (0y) | ||
| Christopher Mark O'neill | Registered representative | CFP Chartered Financial Consultant CFA | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Leafhouse Financial Group, Llc | Managing Member | Nov 2008 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Todd Aaron Kading: 50% – 75% of Leafhouse Financial Group, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Packard, David, Seth: 25% – 50% of Leafhouse Financial Group, Llc × 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.77 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Pershing $1.8B (52% of AUM) Sep 2018
- Fidelity Brokerage Services $386M (12% of AUM) Sep 2018
- Transamerica Investors Securities Corporation $370M (11% of AUM) Sep 2018
- Wells Fargo $13.7M (0% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗