SECOND HALF FINANCIAL PARTNERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $128.0M |
| Discretionary | $128.0M100% of AUM |
| Client Accounts | 717 |
| Avg Account Size | $179K |
| Employees | 5 |
| Peak AUM | $364.1MMar 2025 |
| AUM CAGR | +2.1% /yrover 9 yrs · 39 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $128M | 64.8% | 18.7% | 7.7% | |
| Discretionary AUM | $128M | ||||
Key Metrics
| Total AUM | $128.0M |
| Discretionary | $128.0M |
| Employees | 5 |
| Client Accounts | 717 |
| Client Range | 51-100 |
Contact & Location
Address
145 WEST CENTER AVENUE
SEBRING FL 33870
Phone
863-385-1101
Filing History
39 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$128M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Insurance CompanyPension Consultant