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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-04-2021
- Office Locations
- 1
Office Locations
About Financial Advisory Partners, LLC
Financial Advisory Partners provides senior-level corporate finance and strategic advisory to companies on complex transactions, including M&A, divestitures, debt and equity financings, restructurings, joint ventures, and private equity investments. Engagements are principal-led and positioned as conflict-free (no trading, market making, or buyer advisory). Securities transactions, when applicable, are conducted through StillPoint Capital, LLC (FINRA/SIPC).
Team overview
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Owner & Executives
DAVID STEELE SUTPHIN
PARTNER
- CRD
- #2747358
- Ownership
- 25% but less than 50%
ALEXANDER WOLCOTT VANDENBERG SR.
PARTNER
- CRD
- #2704418
- Ownership
- 25% but less than 50%
Momentum delta
Foundation atlas radial
- CRD
- #38130
- Ownership
- 45.4%
Showing 2 of 4 owners & executives
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PATRICIA NELL MANLEY
Financial Advisor
- CRD
- #1454385
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $377,812,445 | $662,829 |
| Non-Discretionary | $0 | -- |
| Total | $377,812,445 | $662,829 |
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Separately Managed Accounts
Total SMA Asset: $377,812,445
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,320,351,925 | 15.7% |
| Equity - Exchange | $1,286,712,385 | 15.3% |
| U.S. Government/Agency | $731,659,984 | 8.7% |
| Cash | $689,610,560 | 8.2% |
| Municipal Bonds | $3,372,363,834 | 40.1% |
| Sovereign Bonds | $1,009,186,184 | 12.0% |
| Total | $8,409,884,872 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL MATRIX | CATALYST MATRIX | Y8FTL4ESV | XGMN | 8.26% | $53,232,234 |
| MATRIX ELEMENT | ELEMENT INSIGHT | DNDPAMNJ8 | HSAKK | 3.33% | $13,910,710 |
| SUMMIT FRONTIER DELTA | WAVE ELEMENT | ST9RX15BZ | KDJYD | 7.22% | $90,462,931 |
| VECTOR TIMBER | GLACIER BRIDGE | ET8ACRXQX | IPWB | 8.28% | $102,522,802 |
| OPTIMA MOMENTUM | CREST CATALYST | F1M3JOAHF | INP | 9.22% | $11,690,289 |
| DELTA HORIZON WAVE | HORIZON PEAK | JIHO4CG26 | WZF | 3.05% | $1,458,583 |
| VALUE VECTOR | CREST LEGACY | PJSZG4R59 | YTL | 11.26% | $75,974,653 |
| PIONEER LEGACY OPTIMA | PEAK TIMBER | I5XNC2EIX | LESCQ | 7.19% | $105,738,534 |