Investment adviser · CRD 163454
SECOND HALF FINANCIAL PARTNERS, LLC
Investment adviser filing (IA)
SEBRING, FL, United States · Form ADV filed Apr 22, 2026
- Regulatory AUM
- $128M Form ADV · Item 5.F
- Client accounts
- 717 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 439 | $74,575,000 | 58.3% |
| High-net-worth individuals | 46 | $52,000,000 | 40.6% |
| Charities | 1 | $685,000 | 0.5% |
| Corporations & businesses | 5 | $595,000 | 0.5% |
| Retirement plans | 2 | $145,000 | 0.1% |
Filing source
Form ADV 2097655 · Apr 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly
Principal office
145 WEST CENTER AVENUESEBRING, FL, 33870, United States
CRD 163454
Filing source
Form ADV 2097655 · Apr 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.