{"url":"https://nivawealth.com/firms/traction-financial-partners-315215","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/315215","regulatoryAum":288400046,"crd":"315215","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4644115","suffix":null,"lastName":"ANDERSON","firstName":"RANDY","middleName":"JOHN"},{"crd":"6188707","suffix":null,"lastName":"BARNES","firstName":"ANDREW","middleName":"THOMAS"},{"crd":"5308699","suffix":null,"lastName":"BARNES","firstName":"EVAN","middleName":"MICHAEL"},{"crd":"5922639","suffix":null,"lastName":"Charles","firstName":"Tiffany","middleName":"J"},{"crd":"5986636","suffix":null,"lastName":"GARSKE","firstName":"LESLIE","middleName":"SEAWELL"},{"crd":"4477422","suffix":null,"lastName":"HEYKOOP","firstName":"ROBERT","middleName":"WILLIAM"},{"crd":"7924299","suffix":null,"lastName":"McNamee","firstName":"Ryan","middleName":null}],"total":7,"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":"2021-06-28","regulatoryAum":0,"clients":0,"employees":4,"offices":2},{"filedOn":"2022-07-01","regulatoryAum":124636861,"clients":290,"employees":7,"offices":3},{"filedOn":"2023-01-26","regulatoryAum":140971491,"clients":360,"employees":7,"offices":3},{"filedOn":"2024-05-21","regulatoryAum":238489119,"clients":493,"employees":11,"offices":3},{"filedOn":"2025-03-11","regulatoryAum":262778783,"clients":398,"employees":7,"offices":2},{"filedOn":"2026-07-22","regulatoryAum":288400046,"clients":338,"employees":9,"offices":2}],"secFileNumber":"801-121892","legalName":"Traction 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Barnes","title":"Managing Member","crd":"5308699"},{"name":"Robert Heykoop","title":"Managing Member","crd":"4477422"}],"ownership":[{"label":"Robert Heykoop","detail":"Managing member in the 50% to 75% ownership band and a control person, since July 2021."},{"label":"Evan Barnes","detail":"Managing member in the 50% to 75% ownership band and a control person, since July 2021."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"8321 S. 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They include 198 high-net-worth individuals, 128 individual clients, and 7 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 22 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Traction Financial Partners offer?","answer":"Traction Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Traction Financial Partners use?","answer":"Traction Financial Partners’ separately managed account assets are held at LPL Financial LLC (San Diego, CA), with $282M. 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 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Traction Financial Partners have?","answer":"Traction Financial Partners has 6 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 6 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 Traction Financial Partners invest in?","answer":"At the end of its last fiscal year, Traction Financial Partners’ separately managed accounts held 50% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs), 13% other, 2% pooled vehicles (private funds and similar), 2% cash and equivalents and 1% investment grade corporate bonds. The 13% other category is described as: Structured Products.","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 Traction Financial Partners?","answer":"Traction Financial Partners’ direct owners are Robert Heykoop (50% to 75%) and Evan Barnes (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 22 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Traction Financial Partners get paid?","answer":"Traction 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":"Is Traction Financial Partners registered with the SEC?","answer":"Yes, Traction Financial Partners has been registered with the SEC as an investment adviser since 28 July 2021. Its CRD number is 315215 and its SEC file number is 801-121892.","source":"Form ADV Part 1A, Item 1, filed 22 July 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Traction Financial Partners?","answer":"Traction Financial Partners’ main office is at 168 County Road 648, Encampment, WY 82325-1028. Its phone number is 307-672-9738. 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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."}