ORG PARTNERS

Latest filing: Jun 16, 2025 (85 days ago)
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AUM

$772,570,633
-21% change vs. 1 year ago
70% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

24
9% change vs. 1 year ago
4% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

ROANOKE, IN
13548 ZUBRICK ROAD, ROANOKE, IN, UNITED STATES, 46783

Client AUM

Discretion AUM
Discretionary $0.7
Non-Discretionary $0.1
Total $0.8
Client AUM
Retail $0.7
Pooled $0.0
Institutional $0.1
Total $0.8
Retail Accounts AUM
Individual 487 $0.2
Average Individual AUM $367,975
HNW 214 $0.5
Average HNW AUM $2,479,683
Retail Total 701 $0.7
Average Retail AUM $1,012,633

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CHARLES SCHWAB & CO., INC. SAN FRANCISCO-CA-USA $0.5
SANDERS MORRIS LLC HOUSTON-TX-USA $0.1

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.8
Retail SMA AUM $0.7
Institutional SMA AUM $0.1
Asset Class % AUM
Equity Exch 62% $0.5
Equity Non-Exch 0% $0.0
Govt Agency 6% $0.0
Municipal 4% $0.0
Sovereign 0% $0.0
IG Credit 3% $0.0
HY Credit 0% $0.0
Derivatives 11% $0.1
Investment Companies 6% $0.0
Other Pools 1% $0.0
Cash 5% $0.0
Other 2% $0.0
Total 100% $0.8

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

12 active

Name Title
MANSUR, MICHAEL, PETER MEMBER, PRESIDENT
SORENSON, CLINTON, WAYNE MEMBER, CO-FOUNDER
STEWART, TODD, JEFFREY MEMBER, CHIEF EXECUTIVE OFFICER
BAILEY, CATHERINE, GAYNELL DIRECTOR OF ADVISOR RELATIONS
JOHNSON, DUSTIN, DAVID CHIEF OPERATING OFFICER
KIDWELL, JUSTINE, MARIE CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

18 active representatives found

Name City State Exams Designations
GEORGE ELIAS ROANOKE IN S66|2013-04-18
DOUGLAS RIGGERT ROANOKE IN S63|2015-11-24|S65|2016-01-02 CERTIFIED FINANCIAL PLANNER
SARAH BRACE ROANOKE IN S63|2000-07-07|S65|2007-09-10
KIMBERLY ABMEYER ROANOKE IN S66|2001-07-12 CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST
ALISHA REILLY ROANOKE IN S66|2012-01-20 CERTIFIED FINANCIAL PLANNER
DOUGLAS WOOD ROANOKE IN S65|2024-04-03
NATHAN LEGRAND ROANOKE IN S63|1995-10-06|S65|1999-12-22 CERTIFIED FINANCIAL PLANNER
JULIAN KORBER ROANOKE IN S63|2003-05-22|S65|2006-05-18
WILLIAM LITTLE ROANOKE IN S65|2022-11-19
CATHERINE BAILEY ROANOKE IN S63|1991-01-22|S66|2008-07-21
JEFFREY CISMOSKI ROANOKE IN S63|2011-06-09|S65|2014-02-21 CERTIFIED FINANCIAL PLANNER
BRIAN TINKER ROANOKE IN S63|2000-08-26|S66|2002-08-19 CERTIFIED FINANCIAL PLANNER
DOMINIC MESSINA ROANOKE IN S66|2011-01-22
RYAN USZENSKI ROANOKE IN S63|2003-12-08|S65|2004-06-21
MICHAEL MANSUR ROANOKE IN S66|2001-02-12 CERTIFIED FINANCIAL PLANNER
TIMOTHY GRIFFITH ROANOKE IN S63|1984-04-12|S65|2000-09-13
JODY HOWARD ROANOKE IN S63|1998-02-16|S65|1999-07-14
ANGEL WAY ROANOKE IN S65|2014-06-13

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-08-01 $0.8 $0.0 0% 24 0 0%
2025-04-21 $0.8 $0.0 0% 24 0 0%
2024-04-02 $1.0 -$0.2 -21% 22 2 9%
2023-04-04 $0.9 -$0.1 -14% 22 2 9%
2022-04-01 $0.5 $0.3 70% 23 1 4%
2021-04-05 $0.0 $0.0 0% 3 21 700%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
IN, AR-08/23/2021, AZ-08/23/2021, CA-06/15/2021, CO-06/15/2021, DC-08/01/2024, FL-06/15/2021, GA-08/23/2021, IA-08/23/2021, IL-06/15/2021, IN-05/13/2021, KS-08/21/2023, LA-08/23/2021, MO-08/23/2021, MS-01/17/2024, MT-06/15/2021, NC-08/23/2021, NE-07/29/2021, NH-06/15/2021, NV-08/23/2021, NY-06/15/2021, OH-07/29/2021, PA-09/01/2021, SC-06/15/2021, TN-03/27/2024, TX-05/13/2021, VI-05/02/2022, VT-08/21/2023, WA-06/15/2021, WI-08/21/2023
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PENSION CONSULTING
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV