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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-14-2005
- Office Locations
- 1
Office Locations
About Broadleaf Partners, LLC
Broadleaf Partners is a boutique investment manager offering the Broadleaf Growth Equity Portfolio (BGEP), a large-cap growth strategy offered via managed account and managed ETF formats. The team emphasizes hands-on service and the ability to adjust financial plans and investment portfolios quickly. BGEP has earned Morningstar 4-Star/Silver ratings (as of 6/30/2025) and was named PSN Large-Cap Growth Manager of the Decade.
Reported data analysis
What the numbers show
Between March 12, 2025 and June 8, 2026, reported AUM increased 11.4%, from $494.7M to $551.3M.
Across 5 reported observations, AUM increased 38.7% between March 21, 2022 and June 8, 2026, from $397.3M to $551.3M.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 4 advisory representatives and 246 clients, or 61.5 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on June 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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The full Broadleaf Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WILLIAM FRANK HOOVER
Chief Operating Officer, President
- CRD
- #2344693
- Ownership
- 50% but less than 75%
DOUGLAS SCOTT MACKAY
Chief Executive Officer, Chief Investment Officer
- CRD
- #2154838
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Jared Paul Hoffman
Investment Advisor
- CRD
- #6953475
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $550,033,664 | $970,077 |
| Non-Discretionary | $1,259,062 | $83,937 |
| Total | $551,292,726 | $947,238 |
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Separately Managed Accounts
SMA allocation detail is available
Broadleaf Partners, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Broadleaf Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.