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The fee is billed in advance and is negotiable.","source":"TSCHETTER GROUP ADV 2A JULY 2026, filed 10 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does DDD Partners use?","answer":"DDD Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $2.38B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does DDD Partners have?","answer":"DDD Partners has 15 investment adviser representatives registered with state securities authorities, out of 24 employees, and 15 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does DDD Partners invest in?","answer":"At the end of its last fiscal year, DDD Partners’ separately managed accounts held 61% exchange-traded equities, 16% registered funds (mutual funds, ETFs, BDCs), 13% pooled vehicles (private funds and similar), 3% U.S. government and agency bonds, 3% state and local bonds, 3% cash and equivalents and 1% non-exchange-traded equities. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns DDD Partners?","answer":"DDD Partners is owned through holding companies by Dustin Brumbaugh and Richard Tschetter. Its direct owners are Soaring Eagle Ventures, Inc (25% to 50%), Dwtschetter Investments Inc (25% to 50%), Brumbaugh Investments Inc (25% to 50%) and David Tschetter (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does DDD Partners get paid?","answer":"DDD Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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