Root Financial Partners, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 290289
· SEC file 801-125945
· Austin, TX
· www.instagram.com
☆ Save with Pro
ADV data as of Jun 18, 2026
- Regulatory AUM
- $2.1B
- Discretionary
- $2.1B
- Clients
- 858
- Avg AUM / client
- $2.5M
- Accounts
- 4,110
- Employees
- 65
AUM over time
$133M
$2.1B
May 2022
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 209 | $83.4M | 3.88% |
| High net worth individuals | 643 | $2.1B | 95.8% |
| Pension and profit sharing plans | 6 | $6.7M | 0.31% |
People (61)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Matthew Conole | Founder | CFP | Oct 2017 (9y) | 75% or more |
| Degheri, Daniel, Vance | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Christopher Joseph Riboli | Registered representative | CFP | Nov 2021 (5y) | |
| Joseph Thomas Trimble | Registered representative | CFP | Aug 2023 (3y) | |
| Carly Marie Jeavons | Registered representative | CFP | Nov 2023 (3y) | |
| Kenzie Lee Ann Passino | Registered representative | Nov 2023 (3y) | ||
| Brandon Gwynn Woods | Registered representative | CFP | Feb 2024 (2y) | |
| Paul K. Layton | Registered representative | CFP | Apr 2024 (2y) | |
| Chelsea Danielle Johns | Registered representative | CFP | Apr 2024 (2y) | |
| Jordan Nicholas Mc Connell | Registered representative | CFP | Apr 2024 (2y) | |
| Kathryn Kavehrad | Registered representative | CFP | May 2024 (2y) | |
| Jonathan Jay Lester | Registered representative | CFP | Jun 2024 (2y) | |
| Steven Chandler Murphy | Registered representative | CFP | Sep 2024 (2y) | |
| Lucas M Durham | Registered representative | CFP | Oct 2024 (2y) | |
| Naomi Monica Roy | Registered representative | CFP | Oct 2024 (2y) | |
| Kathleen Jessica Villegas | Registered representative | CFP | Oct 2024 (2y) | |
| Jeffrey Joseph Kane | Registered representative | CFP | Nov 2024 (2y) | |
| Caleb Jonathan Vering | Registered representative | CFP | Nov 2024 (2y) | |
| Ari Cooper Taublieb | Registered representative | CFP | Jan 2025 (2y) | |
| Benjamin Ahmetagic | Registered representative | CFP | Jan 2025 (2y) | |
| Harrison Robinson Sommers | Registered representative | CFP | Jan 2025 (2y) | |
| Monica Kathleen Mejia | Registered representative | CFP Chartered Financial Consultant | Jan 2025 (2y) | |
| Susanna Margaret Van Rooyen | Registered representative | Feb 2025 (1y) | ||
| Christopher Sean Brown | Registered representative | CFP | Mar 2025 (1y) | |
| Alexandra Rose Addington Stickelman | Registered representative | Mar 2025 (1y) | ||
| Brooks Hamilton Palmer | Registered representative | CFP | Apr 2025 (1y) | |
| Justin Obrien | Registered representative | Apr 2025 (1y) | ||
| Chelsea Lynn English | Registered representative | CFP | May 2025 (1y) | |
| Erin Rochelle Varghese | Registered representative | CFP | May 2025 (1y) | |
| Chrysta Andrade | Registered representative | May 2025 (1y) | ||
| Roch Earl Monnig | Registered representative | CFP | Jun 2025 (1y) | |
| Trevor Elijah Buggs | Registered representative | CFP | Jun 2025 (1y) | |
| Brennen Ramos | Registered representative | CFP | Jun 2025 (1y) | |
| Evan Miller Perduk | Registered representative | CFP | Jun 2025 (1y) | |
| Daniel Ryan Scherer | Registered representative | CFP | Jun 2025 (1y) | |
| Robert Scott Burkholder | Registered representative | CFP | Jun 2025 (1y) | |
| Kerri Allison Allen | Registered representative | CFP | Aug 2025 (1y) | |
| Grace L Cappellini | Registered representative | CFP | Aug 2025 (1y) | |
| Nickolas Ryan Minard | Registered representative | Aug 2025 (1y) | ||
| Cory David Beam | Registered representative | CFP | Aug 2025 (1y) | |
| Hannah Marie Lockard | Registered representative | CFP | Sep 2025 (1y) | |
| Brian Barbee | Registered representative | CFP | Sep 2025 (1y) | |
| Brett Theodore Grau | Registered representative | CFP | Oct 2025 (1y) | |
| Gabrielle Lindsey Rosser | Registered representative | Nov 2025 (1y) | ||
| Hope Olivia Fry | Registered representative | CFP | Nov 2025 (1y) | |
| Sean Patrick Nisil | Registered representative | CFP | Dec 2025 (1y) | |
| Erika Lopez | Registered representative | Jan 2026 (1y) | ||
| Eden Elizabeth Ross | Registered representative | CFP | Jan 2026 (1y) | |
| Jennifer R Akhlaghi | Registered representative | CFP | Feb 2026 (0y) | |
| Andrew Ross Blumenstock | Registered representative | CFP | Feb 2026 (0y) | |
| Jacob Boyer | Registered representative | Feb 2026 (0y) | ||
| Ashley Lavon Clark | Registered representative | Feb 2026 (0y) | ||
| Nicholas Robert Hassig | Registered representative | CFP | Mar 2026 (0y) | |
| Christopher Michael Casale | Registered representative | Apr 2026 (0y) | ||
| Hope Olivia Swain | Registered representative | Apr 2026 (0y) | ||
| Ikechukwu Egwuonwu | Registered representative | CFP | Apr 2026 (0y) | |
| Cassie Lee Boren | Registered representative | CFP | May 2026 (0y) | |
| Erica Nicole Grundza | Registered representative | CFP | May 2026 (0y) | |
| Derek F Hagen | Registered representative | CFP CFA | Jun 2026 (0y) | |
| Levi H Anderson | Registered representative | CFP | Jun 2026 (0y) | |
| Erin Moriarity | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 06/18/2026 | 949 KB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $883M (41% of AUM) Jun 2026
- Truist Financial Corp $216M (10% of AUM) Jun 2026
- Altruist Financial $216M (10% 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: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗