Indivisible Partners, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 332431
· SEC file 801-131364
· Clearwater, FL
· WWW.LINKEDIN.COMPANY
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ADV data as of Jul 15, 2026
- Regulatory AUM
- $2.1B
- Discretionary
- $2.1B
- Clients
- 676
- Avg AUM / client
- $3.1M
- Accounts
- 2,672
- Employees
- 24
AUM over time
$0
$2.1B
Sep 2024
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 214 | $85.8M | 4.13% |
| High net worth individuals | 320 | $1.5B | 73.0% |
| Pension and profit sharing plans | 14 | $13.2M | 0.63% |
| Charitable organizations | 16 | $2.9M | 0.14% |
| Corporations and other businesses | 112 | $459M | 22.1% |
People (32)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adornetto, Michael | Head Of Operations And Service | Jul 2024 (2y) | Less than 5% | |
| Cieszko, Anthony, Peter | Head Of Investment Solutions | Jul 2024 (2y) | Less than 5% | |
| Corra, Thomas | Chief Financial Officer | Jul 2024 (2y) | Less than 5% | |
| Fickinger, Thomas, Anthony | Co President, Advisor Teams | Jul 2024 (2y) | Less than 5% | |
| Hogarty, John, M | Chief Operating Officer | Jul 2024 (2y) | Less than 5% | |
| John William Thiel | Executive Chairman | Jul 2024 (2y) | Less than 5% | |
| Kapoor, Alok, Kumar | Chief Technology Officer | Jul 2024 (2y) | Less than 5% | |
| Lorenz, William, Andres | Co President, Advisor Teams | Jul 2024 (2y) | Less than 5% | |
| Paul Todd Lambert | Co President, Advisor Teams | Jul 2024 (2y) | Less than 5% | |
| Stephen C Hostetler | Chief Compliance Officer/Secretary | CFA | Jul 2024 (2y) | Less than 5% |
| Lee S Woodring | Registered representative | Jan 2025 (2y) | ||
| Robert J Leroy | Registered representative | Jan 2025 (2y) | ||
| Sandra Lynn Bolton | Registered representative | May 2025 (1y) | ||
| Christopher W Tieland | Registered representative | Jun 2025 (1y) | ||
| Ellen Clarke Bradford | Registered representative | Jun 2025 (1y) | ||
| Emily Stoddard Lassiter | Registered representative | Jun 2025 (1y) | ||
| Lauren Saddler Pearson | Registered representative | CFP | Jun 2025 (1y) | |
| Maria Mote | Registered representative | Jun 2025 (1y) | ||
| Kevin B Mcculley | Registered representative | CFP CFA | Jun 2025 (1y) | |
| Kevin T Karrh | Registered representative | CFP | Dec 2025 (1y) | |
| Zachary S Hope | Registered representative | Dec 2025 (1y) | ||
| Andrew M Cardillo | Registered representative | CFP | Apr 2026 (0y) | |
| Ethan Daniel Hafner | Registered representative | Apr 2026 (0y) | ||
| Andrew Jakob Miller | Registered representative | May 2026 (0y) | ||
| Daniel Laurence Mock | Registered representative | CFP | May 2026 (0y) | |
| Debra Annette Fields | Registered representative | CFP | May 2026 (0y) | |
| Grant E Blindbury | Registered representative | CFP | May 2026 (0y) | |
| Jake L Berman | Registered representative | May 2026 (0y) | ||
| Jeremy James Fields | Registered representative | CFP | May 2026 (0y) | |
| David Ray Howerton | Registered representative | Jun 2026 (0y) | ||
| Jeffrey P Renelt | Registered representative | Jun 2026 (0y) | ||
| Brandon Michael Berges | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Forabya, Llc | Owner | Jul 2024 | A | 75% or more |
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) | 07/15/2026 | 1010 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
Custody
Reported custodians
- National Financial Services (Fidelity) $1.9B (90% of AUM) Jul 2026
- Charles Schwab & Co. $208M (10% of AUM) Jul 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: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗