{"url":"https://nivawealth.com/firms/northlanding-financial-partners-167055","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/167055","regulatoryAum":152206862,"crd":"167055","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5547015","suffix":null,"lastName":"CAREY","firstName":"BRYCE","middleName":"P"},{"crd":"2942903","suffix":null,"lastName":"GARSIN","firstName":"ERIC","middleName":"MARC"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-09","regulatoryAum":184542354,"clients":267,"employees":6,"offices":1},{"filedOn":"2022-03-28","regulatoryAum":219119970,"clients":273,"employees":7,"offices":1},{"filedOn":"2023-06-21","regulatoryAum":198427481,"clients":276,"employees":5,"offices":1},{"filedOn":"2024-02-29","regulatoryAum":113311166,"clients":160,"employees":3,"offices":1},{"filedOn":"2025-07-16","regulatoryAum":129255972,"clients":167,"employees":2,"offices":1},{"filedOn":"2026-03-18","regulatoryAum":152206862,"clients":172,"employees":2,"offices":1}],"secFileNumber":"801-77720","legalName":"Northlanding Financial Partners, LLC","displayName":"NorthLanding Financial Partners","slug":"northlanding-financial-partners-167055","website":"https://northlandingfp.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/167055/479341c932472a4c-r1.webp","tone":"light","width":912,"height":200,"sourceUrl":"https://northlandingfp.com/","sourceLabel":"Northlanding Financial Partners, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/northlanding-financial-partners/about/","founded":null,"organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"90 Linden Oaks, Suite 220","city":"Rochester","state":"NY","stateName":"New York","country":"United States","postalCode":"14625"},"tradeNames":[],"registration":{"secApproved":"27 March 2013","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":884923.6162790698,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":152206862,"discretionary":152206862,"discretionaryAccounts":172,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":6},"clientTypes":[{"label":"Individuals (other than HNW)","clients":129,"regulatoryAum":42949795},{"label":"High-net-worth individuals","clients":43,"regulatoryAum":109257067}],"feePrograms":[{"role":"other","program":"Financial Planning and Consulting","summary":"Stand-alone planning or consulting is a fixed fee of $2,250 to $25,000+ (one-time or annual, by engagement) or $250 an hour, set in the agreement; minimum $2,250 for basic planning.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020752","versionId":1020752,"submittedOn":"2026-03-18","documentName":"2023 08 14 NORTHLANDING FINANCIAL PARTNERS FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T14:40:55.710072+00:00","documents":[{"name":"2023 08 14 NORTHLANDING FINANCIAL PARTNERS FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020752","versionId":1020752,"submittedOn":"2026-03-18"}]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":149962050},{"name":"The Lincoln National Life Insurance Company","shortName":"The Lincoln National Life Insurance","location":"Fort Wayne, IN","smaAssets":2072419}],"custodyNote":"NorthLanding Financial Partners has custody of $5.05M in client assets for 23 clients.","otherCustodians":[],"leadership":[{"name":"Bryce Carey","title":"Chief Compliance Officer","crd":"5547015"}],"ownership":[{"label":"BPCB Wealth Planning, Inc.","detail":"Member in the 25% to 50% ownership band and a control person, since January 2021."},{"label":"Garsin Wealth Management, Inc.","detail":"Member in the 25% to 50% ownership band and a control person, since January 2021."},{"label":"Bryce Carey","detail":"Indirect owner: a president of BPCB Wealth Planning, Inc. in the 75% or more band and a control person, since January 2021.","parent":"BPCB Wealth Planning, Inc."},{"label":"Eric Garsin","detail":"Indirect owner: a president of Garsin Wealth Management, Inc. in the 75% or more band and a control person, since January 2021.","parent":"Garsin Wealth Management, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"90 Linden Oaks, Suite 220","city":"Rochester","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"585-497-5000","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":71},{"label":"U.S. government/agency bonds","percent":24},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"18 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/167055/PDF/167055.pdf","brochureDate":"18 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020752","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does NorthLanding Financial Partners have?","answer":"NorthLanding Financial Partners has 172 clients and manages $152 million for them, as of March 2026. They include 129 individual clients and 43 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does NorthLanding Financial Partners offer?","answer":"NorthLanding Financial Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does NorthLanding Financial Partners use?","answer":"NorthLanding Financial Partners’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $150M and The Lincoln National Life Insurance Company (Fort Wayne, IN), with $2.07M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does NorthLanding Financial Partners have?","answer":"NorthLanding Financial Partners has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does NorthLanding Financial Partners invest in?","answer":"At the end of its last fiscal year, NorthLanding Financial Partners’ separately managed accounts held 71% exchange-traded equities, 24% U.S. government and agency bonds and 4% cash and equivalents.","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 NorthLanding Financial Partners?","answer":"NorthLanding Financial Partners is owned through holding companies by Bryce Carey and Eric Garsin. Its direct owners are BPCB Wealth Planning, Inc. and Garsin Wealth Management, Inc., each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does NorthLanding Financial Partners get paid?","answer":"NorthLanding Financial 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact NorthLanding Financial Partners?","answer":"NorthLanding Financial Partners’ main office is at 90 Linden Oaks, Suite 220, Rochester, NY 14625. Its phone number is 585-497-5000. Its website is northlandingfp.com.","source":"Form ADV Part 1A, Item 1.F, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/northlanding-financial-partners-167055/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-23","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1655982/000165598226000005/0001655982-26-000005-index.html","totalValue":144545605,"positionCount":45,"top10Share":0.8411878520969213,"top10":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":38286073,"shares":51124,"shareType":"SH","priorValue":32609429,"priorShares":49922},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":25765948,"shares":266783,"shareType":"SH","priorValue":23397374,"priorShares":258449},{"issuer":"VANGUARD MALVERN FDS","titleOfClass":"CORE BD 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}