CRD: 151980
Partners IN Financial Planning, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- SummitFoundation matrix +more
- Established Date
- 11-10-2009
- Office Locations
- 2
Office Locations
About Partners IN Financial Planning, LLC
Partners in Financial Planning, LLC is a fee-only RIA providing personalized, objective financial planning and ongoing advice focused on clients’ long-term goals and financial wellness. Based in Salem, VA and Charleston, SC, they serve clients locally and nationwide. Advisors act as fiduciary CFP professionals with no commissions, and investment management is implemented primarily through ETF-based strategies (predominantly equity).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICHARD KEITH BRYAN JR.
Chief Investment Officer, Financial Planner
- CRD
- #4031082
- Ownership
- 25% but less than 50%
JAMES ELWOOD PEARMAN JR
Financial Planner, Managing Member
- CRD
- #2134909
- Ownership
- 25% but less than 50%
Matrix fusion
Optima glacier
- CRD
- #81654
- Ownership
- 35.8%
Showing 2 of 5 owners & executives
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SETHALAN CARTER
Senior Financial Advisor, Vice President
- CRD
- #7694364
Sara Lourdes Epperly
--
- CRD
- #8234016
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $913,571,674 | $329,334 |
| Non-Discretionary | $0 | -- |
| Total | $913,571,674 | $329,334 |
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Separately Managed Accounts
Total SMA Asset: $913,571,674
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,412,846,741 | 23.4% |
| Municipal Bonds | $694,347,757 | 11.5% |
| U.S. Government/Agency | $1,394,733,321 | 23.1% |
| Cash | $960,011,247 | 15.9% |
| Corporate - Investment Grade | $1,575,867,518 | 26.1% |
| Total | $6,037,806,584 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT CATALYST | ZENITH CATALYST | VL1KTRE0D | MGY | 7.08% | $33,731,932 |
| ALPHA VALUE EMBER | HORIZON EMBER | IDN6GIL3O | ZTHOU | 7.23% | $75,465,751 |
| ALPHA DELTA | LEGACY NORTH | BJC3C46W2 | VWG | 12.43% | $111,923,670 |
| INSIGHT TIMBER OPTIMA | ALPHA QUANTUM | 2OQDO94CX | OXHSP | 6.34% | $54,523,887 |
| UNISON EMBER | CREST MATRIX | RFYTYKWDQ | OHFAY | 4.35% | $30,856,226 |
| FOCUS MOMENTUM | ELEMENT BRIDGE | VQM1I1NZN | OAEVW | 11.29% | $99,369,037 |
| ATLAS MERIDIAN | UNISON FUSION | ZV1RMQWMB | NBOQL | 1.97% | $44,110,557 |
| NORTH MOMENTUM ELEMENT | PIONEER HORIZON | ICEKWJDT8 | KAIRT | 1.17% | $68,313,186 |