Firethorn Wealth Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Firethorn Wealth Partners reports 731 clients. They include 382 individual clients, 297 high-net-worth individuals, and 26 pension and profit-sharing plans. Of its assets, 72.6% ($487M across 2,202 accounts) are managed with discretion; $184M across 121 accounts are not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 10% |
| High-net-worth individuals | 41% | 62% |
| Pension and profit-sharing plans | 4% | 25% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 3% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 382 | $69.9M | 10.4% | $183K |
| High-net-worth individuals | 297 | $415M | 61.8% | $1.4M |
| Pension and profit-sharing plans | 26 | $167M | 24.9% | $6.43M |
| Charitable organizations | Fewer than 5 | $208K | 0.0% | $208K |
| Corporations and other businesses | 25 | $19.4M | 2.9% | $776K |
| Total | 731 | $672M | 100% | — |
- Clients
- 382
- Regulatory AUM
- $69.9M
- AUM share
- 10.4%
- Avg. per client
- $183K
- Clients
- 297
- Regulatory AUM
- $415M
- AUM share
- 61.8%
- Avg. per client
- $1.4M
- Clients
- 26
- Regulatory AUM
- $167M
- AUM share
- 24.9%
- Avg. per client
- $6.43M
- Clients
- Fewer than 5
- Regulatory AUM
- $208K
- AUM share
- 0.0%
- Avg. per client
- $208K
- Clients
- 25
- Regulatory AUM
- $19.4M
- AUM share
- 2.9%
- Avg. per client
- $776K
Total
- Clients
- 731
- Regulatory AUM
- $672M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Firethorn Wealth Partners charges 0.50%–1.25% a year for its Investment Management Fees. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Education Advisory and Consulting
- Flat fee of $500 per engagement, waived for clients with $1,000,000 or more currently managed by Firethorn.
- Financial Planning and Consulting
- Quoted as a fixed fee based on estimated time, or negotiated; a retainer may be required, not exceeding $1,200 when services cannot be rendered within six months.
Raymond Benjamin owns 50% to 75% of Firethorn Wealth Partners. The leadership team of Firethorn Wealth Partners includes Chief Compliance Officer Melinda McRee. It has 9 employees, 5 of them in advisory roles.
Leadership
- Melinda McReeChief Compliance Officer / Director of Operations
- Raymond BenjaminPartner
- Gerald RogersPartner
- Kevin SweeneyPartner
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 5 in advisory functions
- 6 state-registered reps
- 2 broker-dealer reps
- 5 insurance agents
- Owns 50% to 75% of Firethorn Wealth Partners, LLC
Raymond Benjamin
Control person · since June 2018
- Owns 25% to 50% of Firethorn Wealth Partners, LLC
Gerald Rogers
Control person · since June 2018
- Owns 10% to 25% of Firethorn Wealth Partners, LLC
Kevin Sweeney
Control person · since June 2018
Firethorn Wealth Partners’ regulatory assets grew 3.2× from $213M (May 2021) to $672M (July 2026); clients fell from 1,194 to 731 and employees rose from 4 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $672M | 731 | 9 | 2 |
| March 2025 | $544M | 658 | 8 | 1 |
| March 2024 | $460M | 620 | 7 | 1 |
| March 2023 | $375M | 587 | 6 | 1 |
| March 2022 | $289M | 523 | 6 | 1 |
| May 2021 | $213M | 1,194 | 4 | 1 |
Besides its headquarters, Firethorn Wealth Partners has 1 office, with 2 listed addresses in Georgia.
Georgia · 2 listed addresses
- 2550 Central Avenue, AugustaHQ
- 3280 Peachtree Road, Atlanta
Contact and registration details
- Legal name
- Firethorn Wealth Partners, LLC
- Headquarters
- 2550 Central Avenue, Augusta, GA 30904
- Website
- firethornwp.com
- Phone
- 706-426-4243
- @firethorn-wealth-partners
- SEC file
- 801-113690
- Structure
- Georgia LLC
- Fiscal year end
- December
Firethorn Wealth Partners uses Charles Schwab ($341M) as custodian for its separately managed accounts. Firethorn Wealth Partners has custody of $199M in client assets for 337 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $341M100%
At year end, Firethorn Wealth Partners’ separately managed accounts were mostly in funds (75%) and stocks (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $310M across 200 positions; the largest are Janus Detroit Str TR (9.8%), Dimensional ETF Trust (6.3%) and Dimensional ETF Trust (4.2%).
What the accounts hold
- Stocks18%
- Funds75%
- Registered funds58%
- Pooled vehicles17%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash3%
- Other2%
- Annuities2%
Reported 13F holdings
- $310M
- Reported 13F value
- 200
- Positions
- 39.7%
- In the 10 largest
- +13.8%
- Value vs. prior quarter
- Janus Detroit Str TR · Hendrson Aaa CL9.8%
- Dimensional ETF Trust · US Cor Equ 2 ETF6.3%
- Dimensional ETF Trust · US Core EQT Mkt4.2%
- iShares TR · S&P 500 Grwt ETF3.7%
- iShares TR · S&P 500 Val ETF3.2%
- SPDR Series Trust · ST Str P500etf2.9%
- Apple Inc.2.8%
- Blackrock ETF Trust · iShares US Equit2.7%
- iShares TR · Core S&P500 ETF2.5%
- Invesco Exchange Traded FD T · Larg Cap Gro ETF1.6%
Together, the ten largest are 39.7% of reported value.
How many clients does Firethorn Wealth Partners have?
Firethorn Wealth Partners has 731 clients and manages $672 million for them, as of July 2026. They include 382 individual clients, 297 high-net-worth individuals, and 26 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 July 2026
What services does Firethorn Wealth Partners offer?
Firethorn Wealth Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Firethorn Wealth Partners charge?
Firethorn Wealth Partners charges 0.50%–1.25% a year for its Investment Management Fees. The fee is billed in advance and is negotiable.
Source: DISCLOSURE BROCHURE - FIRETHORN WEALTH PARTNERS, LLC, filed 27 July 2026
Which custodians does Firethorn Wealth Partners use?
Firethorn Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $341M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 July 2026
How many financial advisors does Firethorn Wealth Partners have?
Firethorn Wealth Partners has 6 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Firethorn Wealth Partners invest in?
At the end of its last fiscal year, Firethorn Wealth Partners’ separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 17% pooled vehicles (private funds and similar), 3% cash and equivalents, 2% other, 1% U.S. government and agency bonds and 1% investment grade corporate bonds. The 2% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Firethorn Wealth Partners?
Firethorn Wealth Partners’ direct owners are Kevin Sweeney (10% to 25%), Raymond Benjamin (50% to 75%) and Gerald Rogers (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 July 2026
How does Firethorn Wealth Partners get paid?
Firethorn Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Firethorn Wealth Partners registered with the SEC?
Yes, Firethorn Wealth Partners has been registered with the SEC as an investment adviser since 26 July 2018. Its CRD number is 297634 and its SEC file number is 801-113690.
Source: Form ADV Part 1A, Item 1, filed 27 July 2026; IAPD firm record
How do I contact Firethorn Wealth Partners?
Firethorn Wealth Partners’ main office is at 2550 Central Avenue, Augusta, GA 30904. Its phone number is 706-426-4243. Its website is firethornwp.com.