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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

FIDUCIARY PARTNERS INVESTMENT CONSULTING, LLC

CRD 145471

CLEARWATER, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:304486e2-377f-b7ce-6d2d-dc2c531c5708

Data as of Aug 19, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 2, 2012 to Aug 19, 2019
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 4
Advisory employees: 3
Offices: 3Schedule D 1.F, beyond the principal office
SEC number: 801-68513
CRD: 145471
Filings on the tape: 15
First filed: Mar 2, 2012
Latest filed: Aug 19, 2019
Organised: Limited Liability Company, Florida

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JEWELL, KENNETH, FRANCIS	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	yes	09/2007	Mar 2, 2012	Aug 19, 2019
ROVELL, ROGER, JAY	MANAGING MEMBER	D	yes	09/2007	Mar 2, 2012	Aug 19, 2019

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FIDUCIARY PARTNERS GROUP, LLC	n/a	n/a	n/a	N	yes	n/a
FIDUCIARY PARTNERS RETIREMENT GROUP	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2018	Mar 14, 2019	n/a	n/a	4	3	2	n/a	n/a
2017	Feb 28, 2018	n/a	n/a	4	3	2	n/a	n/a
2016	Mar 23, 2017	n/a	n/a	4	3	n/a	n/a	n/a
2015	Mar 3, 2016	n/a	n/a	5	3	n/a	n/a	n/a
2014	Mar 26, 2015	n/a	n/a	5	3	n/a	n/a	n/a
2013	Feb 7, 2014	n/a	n/a	4	3	n/a	n/a	n/a
2012	Feb 28, 2013	n/a	n/a	4	3	n/a	n/a	n/a
2011	Mar 2, 2012	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2018	n/a	n/a	n/a	n/a	n/a	4	4	3	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BKS RETIREMENT SERVICES	2	Oct 18, 2019	Oct 16, 2019	CLEARWATER, FL	Team lift out	Other	66.7%

Relationships

Controls (2)

← JEWELL, KENNETH, FRANCISOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 2, 2012 to presentfactForm ADV
← ROVELL, ROGER, JAYOwnerMANAGING MEMBER, ownership code D, individual
Mar 2, 2012 to presentfactForm ADV

Registered with (3)

← KENNETH FRANCIS JEWELLAdvisorregistration: previous registration
Nov 7, 2007 to Oct 18, 2019factForm ADV
← STEVEN KARL GISSINERAdvisorregistration: previous registration
Nov 6, 2009 to Oct 18, 2019factForm ADV
← MICHAEL VICTOR ASSAFAdvisorregistration: previous registration
Jul 18, 2008 to Oct 18, 2019factForm ADV

Moved with (1)

→ BKS RETIREMENT SERVICESRegistered adviser2 advisors, team lift out, same day
Oct 18, 2019 to Oct 16, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:304486e2-377f-b7ce-6d2d-dc2c531c5708
First observed: Mar 2, 2012
Last observed: Aug 19, 2019 86 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FIDUCIARY PARTNERS INVESTMENT CONSULTING, LLC

CRD 145471

CLEARWATER, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:304486e2-377f-b7ce-6d2d-dc2c531c5708

Data as of Aug 19, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JEWELL, KENNETH, FRANCIS

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

09/2007

Mar 2, 2012

Aug 19, 2019

ROVELL, ROGER, JAY

MANAGING MEMBER

yes

09/2007

Mar 2, 2012

Aug 19, 2019

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FIDUCIARY PARTNERS GROUP, LLC

n/a

yes

n/a

FIDUCIARY PARTNERS RETIREMENT GROUP

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Mar 14, 2019

n/a

2017

Feb 28, 2018

n/a

2016

Mar 23, 2017

n/a

2015

Mar 3, 2016

n/a

2014

Mar 26, 2015

n/a

2013

Feb 7, 2014

n/a

2012

Feb 28, 2013

n/a

2011

Mar 2, 2012

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BKS RETIREMENT SERVICES

Oct 18, 2019

Oct 16, 2019

CLEARWATER, FL

Team lift out

Other

66.7%