Indivisible Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Indivisible Partners reports 676 clients. They include 320 high-net-worth individuals, 214 individual clients, and 112 corporations and other businesses. Of its assets, 99.7% ($2.07B across 2,659 accounts) are managed with discretion; $5.49M across 13 accounts are not. It advised 4 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 32% | 4% |
| High-net-worth individuals | 47% | 73% |
| Pension and profit-sharing plans | 2% | <1% |
| Charitable organizations | 2% | <1% |
| Corporations and other businesses | 17% | 22% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 214 | $85.8M | 4.1% | $401K |
| High-net-worth individuals | 320 | $1.52B | 73.0% | $4.75M |
| Pension and profit-sharing plans | 14 | $13.2M | 0.6% | $940K |
| Charitable organizations | 16 | $2.9M | 0.1% | $181K |
| Corporations and other businesses | 112 | $459M | 22.1% | $4.1M |
| Total | 676 | $2.08B | 100% | $3.08M |
- Clients
- 214
- Regulatory AUM
- $85.8M
- AUM share
- 4.1%
- Avg. per client
- $401K
- Clients
- 320
- Regulatory AUM
- $1.52B
- AUM share
- 73.0%
- Avg. per client
- $4.75M
- Clients
- 14
- Regulatory AUM
- $13.2M
- AUM share
- 0.6%
- Avg. per client
- $940K
- Clients
- 16
- Regulatory AUM
- $2.9M
- AUM share
- 0.1%
- Avg. per client
- $181K
- Clients
- 112
- Regulatory AUM
- $459M
- AUM share
- 22.1%
- Avg. per client
- $4.1M
Total
- Clients
- 676
- Regulatory AUM
- $2.08B
- AUM share
- 100%
- Avg. per client
- $3.08M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Indivisible Partners charges up to 1.50% for its Portfolio Management. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting fees are negotiable and set case by case, as a fixed fee or a percentage of assets, with no minimum fee.
Forabya, LLC owns 75% or more of Indivisible Partners. The leadership team of Indivisible Partners includes President Thomas Fickinger, Chief Operating Officer John Hogarty and Chief Financial Officer Thomas Corra. It has 24 employees, 13 of them in advisory roles.
Leadership
- Thomas FickingerCo-President, Advisor Teams
- Paul LambertCo-President, Advisor Teams
- William LorenzCo-President, Advisor Teams
- Thomas CorraChief Financial Officer
- John HogartyChief Operating Officer
- Stephen HostetlerChief Compliance Officer/Secretary
- Michael AdornettoHead of Operations and Service
- Anthony CieszkoHead of Investment Solutions
- Alok KapoorChief Technology Officer
- John ThielExecutive Chairman
Investment adviser representatives
28 representatives listed in the SEC register as of 9 October 2026.
- Brandon Michael Berges
- Jake L Berman
- Grant E Blindbury
- Sandra Lynn Bolton
- Ellen Clarke Bradford
- Nelson Cardenas
- Andrew M Cardillo
- Debra Annette Fields
- Jeremy James Fields
- Ethan Daniel Hafner
- Zachary S Hope
- Stephen C Hostetler
- David Ray Howerton
- Kevin T Karrh
- Paul Todd Lambert
- Emily Stoddard Lassiter
- Robert J Leroy
- Kevin B McCulley
- Andrew Jakob Miller
- Daniel Laurence Mock
- Maria Mote
- Ryan Jacob Patterson
- Lauren Saddler Pearson
- Jeffrey P Renelt
- Letitia Breckenridge Scalise
- John William Thiel
- Christopher W Tieland
- Lee S Woodring
Staff
- 24 employees
- 13 in advisory functions
- 13 state-registered reps
- Owns 75% or more of Indivisible Partners, LLC
Forabya, LLC
Control person · since July 2024
John Thiel
Executive chairman · Control person · since July 2024
Stephen Hostetler
Secretary · Control person · since July 2024
Indivisible Partners’ regulatory assets grew 4.9× from $421M (July 2025) to $2.08B (September 2026); clients rose from 152 to 676 and employees from 11 to 24.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $2.08B | 676 | 24 | 6 |
| July 2025 | $421M | 152 | 11 | 2 |
Besides its headquarters, Indivisible Partners has 5 offices, with 6 listed addresses across 6 states.
Alabama · 1 listed address
- 2231 20th Ave S Ste 200, Birmingham
Colorado · 1 listed address
- 1301 Arapahoe St., Golden
Florida · 1 listed address
- 114 Turner Street, ClearwaterHQ
New Jersey · 1 listed address
- Concord Center Building 1, Hazlet
New York · 1 listed address
- 1250 Pittsford Victor Road Building, Rochester
Texas · 1 listed address
- 5850 Granite Pkwy, Plano
Other business names
Indivisible Partners has reported 10 other business names to the SEC.
- Achieve Wealth Partners
- Aligned Private Wealth
- Consiglio Advisors
- FMB Retirement Services
- FMB Wealth Management
- KH Private Wealth
- Ride Wealth Partners
- Sanwealth Partners
- Somerset Advisory
- Woodring | Leroy Capital Advisors
Contact and registration details
- Legal name
- Indivisible Partners, LLC
- Headquarters
- 114 Turner Street, Clearwater, FL 33756
- Website
- somersetadvisory.com
- Phone
- 732-306-5490
- SEC file
- 801-131364
- Structure
- Florida LLC
- Fiscal year end
- December
Indivisible Partners uses Fidelity ($1.87B, 90%) and Charles Schwab ($208M, 10%) as custodians for its separately managed accounts. Indivisible Partners has custody of $201M in client assets for 396 clients.
- FidelityNational Financial Services LLC · Boston, MA · $1.87B90%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $208M10%
At year end, Indivisible Partners’ separately managed accounts were largely in stocks (47%) and funds (43%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.77B across 638 positions; the largest are Texas Instrs Inc. (21.8%), American Centy ETF TR (3.1%) and Seagate Technology Hldngs PL (2.4%).
What the accounts hold
- Stocks47%
- Exchange-traded equities45%
- Non-exchange-traded equities2%
- Funds43%
- Registered funds41%
- Pooled vehicles2%
- Bonds8%
- U.S. government and agency bonds3%
- Investment grade corporate bonds3%
- State and local bonds2%
- Cash1%
- Other1%
- Structured notes1%
Reported 13F holdings
- $1.77B
- Reported 13F value
- 638
- Positions
- 38.3%
- In the 10 largest
- +56.6%
- Value vs. prior quarter
- Texas Instrs Inc.21.8%
- American Centy ETF TR · US EQT ETF3.1%
- Seagate Technology Hldngs PL2.4%
- iShares TR · Core US Aggbd ET2.1%
- Apple Inc.2.0%
- Energy Transfer L P · Com UT Ltd Ptn1.7%
- Invesco Qqq TR · Unit Ser 11.4%
- Vanguard Index Fds · S&P 500 ETF Shs1.4%
- American Centy ETF TR · Intl EQT ETF1.2%
- Nvidia Corporation1.2%
Together, the ten largest are 38.3% of reported value.
How many clients does Indivisible Partners have?
Indivisible Partners has 676 clients and manages $2.08 billion for them, as of September 2026. They include 320 high-net-worth individuals, 214 individual clients, and 112 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 September 2026
What services does Indivisible Partners offer?
Indivisible 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 Indivisible Partners charge?
Indivisible Partners charges up to 1.50% for its Portfolio Management. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.
Which custodians does Indivisible Partners use?
Indivisible Partners’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1.87B and Charles Schwab & Co., Inc. (Westlake, TX), with $208M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026
How many financial advisors does Indivisible Partners have?
Indivisible Partners has 13 investment adviser representatives registered with state securities authorities, out of 24 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Indivisible Partners invest in?
At the end of its last fiscal year, Indivisible Partners’ separately managed accounts held 45% exchange-traded equities, 41% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds, 3% investment grade corporate bonds, 2% non-exchange-traded equities, 2% state and local bonds, 2% pooled vehicles (private funds and similar), 1% cash and equivalents and 1% other. The 1% other category is described as: Structured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Indivisible Partners?
Indivisible Partners’ direct owner is Forabya, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 September 2026
How does Indivisible Partners get paid?
Indivisible 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
How do I contact Indivisible Partners?
Indivisible Partners’ main office is at 114 Turner Street, Clearwater, FL 33756. Its phone number is 732-306-5490. Its website is somersetadvisory.com.