Second Half Financial Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and publishing newsletters. Financial planning was provided to 51–100 clients last fiscal year.
Second Half Financial Partners reports 493 clients. They include 439 individual clients, 46 high-net-worth individuals, and 5 corporations and other businesses. Of its assets, 100.0% ($128M across 717 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 58% |
| High-net-worth individuals | 9% | 41% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 439 | $74.6M | 58.3% | $170K |
| High-net-worth individuals | 46 | $52M | 40.6% | $1.13M |
| Pension and profit-sharing plans | 2 | $145K | 0.1% | $72.5K |
| Charitable organizations | 1 | $685K | 0.5% | $685K |
| Corporations and other businesses | 5 | $595K | 0.5% | $119K |
| Total | 493 | $128M | 100% | $260K |
- Clients
- 439
- Regulatory AUM
- $74.6M
- AUM share
- 58.3%
- Avg. per client
- $170K
- Clients
- 46
- Regulatory AUM
- $52M
- AUM share
- 40.6%
- Avg. per client
- $1.13M
- Clients
- 2
- Regulatory AUM
- $145K
- AUM share
- 0.1%
- Avg. per client
- $72.5K
- Clients
- 1
- Regulatory AUM
- $685K
- AUM share
- 0.5%
- Avg. per client
- $685K
- Clients
- 5
- Regulatory AUM
- $595K
- AUM share
- 0.5%
- Avg. per client
- $119K
Total
- Clients
- 493
- Regulatory AUM
- $128M
- AUM share
- 100%
- Avg. per client
- $260K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Second Half Financial Partners charges up to 2.00% a year for its Asset Management Services. The fee is billed in arrears. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Consulting
- Financial consulting is billed at an hourly fee of $250, with a $2,500 deposit that may be required at the start of the relationship.
Leidel Capital, Inc. owns 50% to 75% of Second Half Financial Partners and is in turn owned by George Leidel (75% or more). The leadership team of Second Half Financial Partners includes Chief Compliance Officer Leila Shaver. It has 5 employees, 3 of them in advisory roles.
Leadership
- Leila ShaverChief Compliance Officer
- George LeidelFounder
- John SwaineFounder
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 4 insurance agents
- Owns 50% to 75% of Second Half Financial Partners, LLC
Leidel Capital, Inc.
since February 2021
- Owns 75% or more of Leidel Capital, Inc.
George Leidel
Control person · since October 2015
- Owns 50% to 75% of Second Half Financial Partners, LLC
John 3:30 LLC
since February 2021
- Owns 75% or more of John 3:30 LLC
John Swaine
Control person · since May 2018
Second Half Financial Partners’ regulatory assets fell from $192M (July 2021) to $128M (April 2026); clients fell from 710 to 493 and employees from 9 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $128M | 493 | 5 | 1 |
| March 2025 | $364M | 1,119 | 10 | 1 |
| June 2024 | $284M | 753 | 9 | 1 |
| April 2023 | $243M | 684 | 9 | 1 |
| May 2022 | $240M | 760 | 9 | 1 |
| July 2021 | $192M | 710 | 9 | 1 |
Besides its headquarters, Second Half Financial Partners has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 145 West Center Avenue, SebringHQ
Other business names
Second Half Financial Partners has reported 3 other business names to the SEC.
- Second Half Team
- Statler Financial Services, Inc.
- Swaine and Leidel Wealth Services
Contact and registration details
- Legal name
- Second Half Financial Partners, LLC
- Headquarters
- 145 West Center Avenue, Sebring, FL 33870
- Website
- statlerfinancial.com
- Phone
- 863-385-1101
- SEC file
- 801-113533
- Structure
- Florida LLC
- Fiscal year end
- December
Second Half Financial Partners uses Charles Schwab ($128M) as custodian for its separately managed accounts. Second Half Financial Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $128M100%
At year end, Second Half Financial Partners’ separately managed accounts were mostly in stocks (92%). Its reported 13F holdings for the quarter ended 30 June 2026 total $244M across 109 positions; the largest are SPDR Series Trust (17.6%), Neos ETF Trust (11.6%) and Neos ETF Trust (8.8%).
What the accounts hold
- Stocks92%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash6%
Reported 13F holdings
- $244M
- Reported 13F value
- 109
- Positions
- 70.3%
- In the 10 largest
- +9.8%
- Value vs. prior quarter
- SPDR Series Trust · ST Str Blo 1 ETF17.6%
- Neos ETF Trust · Nasdaq 100 High11.6%
- Neos ETF Trust · Neos S&P 500 HI8.8%
- Amplify ETF TR · Cwp Enhanced Div7.7%
- First TR Exchange-traded FD · FT Vest Ris7.6%
- Tidal Trust Iii · Vistashares Trgt6.5%
- State Str SPDR S&P 500 ETF T · TR Unit5.1%
- Invesco Qqq TR · Unit Ser 12.2%
- iShares TR · U.S. Tech ETF1.5%
- Apple Inc.1.5%
Together, the ten largest are 70.3% of reported value.
How many clients does Second Half Financial Partners have?
Second Half Financial Partners has 493 clients and manages $128 million for them, as of April 2026. They include 439 individual clients, 46 high-net-worth individuals, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 April 2026
What services does Second Half Financial Partners offer?
Second Half Financial Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Second Half Financial Partners charge?
Second Half Financial Partners charges up to 2.00% a year for its Asset Management Services. The fee is billed in arrears.
Source: FORM ADV 2A - SECOND HALF FINANCIAL PARTNERS, LLC, filed 10 March 2026
Which custodians does Second Half Financial Partners use?
Second Half Financial Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $128M. 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 April 2026
How many financial advisors does Second Half Financial Partners have?
Second Half Financial Partners has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 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 Second Half Financial Partners invest in?
At the end of its last fiscal year, Second Half Financial Partners’ separately managed accounts held 92% exchange-traded equities, 6% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Second Half Financial Partners?
Second Half Financial Partners is owned through holding companies by George Leidel and John Swaine. Its direct owners are Leidel Capital, Inc. (50% to 75%) and John 3:30 LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 22 April 2026
How does Second Half Financial Partners get paid?
Second Half Financial Partners is paid through a percentage of assets under management and hourly charges. 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 Second Half Financial Partners?
Second Half Financial Partners’ main office is at 145 West Center Avenue, Sebring, FL 33870. Its phone number is 863-385-1101. Its website is statlerfinancial.com.