CRD: 333732
Henderson Brothers Financial Partners LLC
$406.8M Total AUM
$406.8M Disc. AUM
-- 3Y CAGR
30 Employees
1,044 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Catalyst
- Established Date
- 01-10-2025
- Office Locations
- 2
Office Locations
920 Fort Duquesne Boulevard Pittsburgh PA
-- Wake Forest NC
About Henderson Brothers Financial Partners LLC
Henderson Brothers Financial Partners is an SEC-registered RIA providing retirement plan consulting for employers and wealth management for individuals and families. The firm supports portfolio construction and asset allocation, with a focus on proactive guidance as markets and regulations change. Securities are offered through LPL Financial, and clients can access accounts via LPL’s platform.
Team overview
40 AVG AGE
$21.4M AVG AUM / ADVISOR
$389.7K AVG AUM / CLIENT
1.2 yrs AVG TENURE
30 Employees
19 Advisory Reps
20 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Focus vector Peak Beacon focus Ridge vertex Legacy Glacier prime Pathway
Client Personas
Legacy peak
Custodian
Peak Vertex harbor Alpha Unison Harbor
Investment Themes
Momentum pathway Insight momentum Pioneer zenith North alpha Momentum insight Timber
Investment Vehicles
Prime
Services
Ridge vertex Legacy Vertex Crest legacy Radial atlas Vertex foundation Zenith Ember Fusion Horizon Zenith
Technology
Catalyst foundation
Owner & Executives
JACK PATRICK RYAN
Chief Compliance Officer
- CRD
- #6730388
- Ownership
- Less than 5%
(426) 450-2186
zenith.north@legacycapital.com
in linkedin.com/in/foundation-legacy
M
MEGAN WARZINSKI
--
- CRD
- #5048743
- Ownership
- Less than 5%
(687) 894-2240
unison.pathway@elementcapital.com
in linkedin.com/in/value-ridge
Showing 2 of 2 owners & executives
Unlock allContacts
G
GABRIEL ANTONI
--
- CRD
- #7275250
(629) 714-5995
pathway.unison@bridgecapital.com
in linkedin.com/in/meridian-legacy
ANTHONY J BARONE
--
- CRD
- #5313945
(828) 631-3387
oak.value@crestcapital.com
in linkedin.com/in/value-ember
F
Frontier crest
Zenith crest matrix
- CRD
- #67670
(296) 463-9825
delta.legacy@valuecapital.com
in linkedin.com/in/pioneer-glacier
Showing 2 of 19 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $406,803,000 | $272,656 |
| Non-Discretionary | $0 | -- |
| Total | $406,803,000 | $272,656 |
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Separately Managed Accounts
Total SMA Asset: $406,803,000
Public Funds:
48.7% Equity - Exchange:
37.8% Cash:
13.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $776,170,724 | 48.7% |
| Equity - Exchange | $602,448,735 | 37.8% |
| Cash | $215,160,262 | 13.5% |
| Total | $1,593,779,721 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK PRIME EMBER | NORTH CREST | BVWZN94K8 | FMO | 7.20% | $29,331,163 |
| ELEMENT PIONEER | VECTOR FUSION | UYSIKR536 | IPU | 9.33% | $114,964,277 |
| TIMBER CAPITAL | MERIDIAN PEAK | HCBCGBPHR | ALH | 7.53% | $4,409,845 |
| ELEMENT LEGACY | ELEMENT PRIME | I9VL39VLY | LUGJK | 4.56% | $109,852,850 |
| VALUE ZENITH | ELEMENT OAK | 2KKK8XT61 | IXQGP | 12.25% | $58,608,395 |
| CATALYST LEGACY | CAPITAL BRIDGE | I6QLSK94X | INP | 9.00% | $31,135,886 |
| ZENITH EMBER | VERTEX CREST | NWEW4RN5F | LXQZ | 4.09% | $98,690,656 |
| OAK VERTEX FRONTIER | NORTH GLACIER | IUEQCLH38 | HCDJ | 9.60% | $111,961,197 |