$55.8M Total AUM
$55.8M Disc. AUM
-- 3Y CAGR
1 Employees
108 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- AlphaCapital
- Established Date
- 05-04-2017
- Office Locations
- 1
Office Locations
205 Cherokee St. Kingsport TN
About Advipartner, LLC
AdviPartner, LLC is a Kingsport, TN registered investment adviser serving retail clients with active, allocation-focused portfolios using public funds and fixed income. The firm also supports planning needs such as insurance and business succession. Custody is maintained with Charles Schwab, and the practice uses tools including RightCapital.
Team overview
54 AVG AGE
$55.8M AVG AUM / ADVISOR
$516.7K AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Radial vital
Custodian
Timber Delta
Investment Themes
Zenith North zenith
Investment Vehicles
Unison quantum
Services
Prime Horizon unison
Technology
Focus catalyst Prime
Owner & Executives
M
MICHAEL KEVIN DAVIS MR
Chief Compliance Officer, President
- CRD
- #5153512
- Ownership
- 75% or more
(625) 871-9194
alpha.value@catalystcapital.com
in linkedin.com/in/timber-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,801,655 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,801,655 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,801,655
Public Funds:
12.3% Cash:
53.8% Municipal Bonds:
13.4% U.S. Government/Agency:
20.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $608,851,252 | 12.3% |
| Cash | $2,663,105,477 | 53.8% |
| Municipal Bonds | $663,301,364 | 13.4% |
| U.S. Government/Agency | $1,014,752,087 | 20.5% |
| Total | $4,950,010,180 | 100.0% |