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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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