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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 10b 100b

PRECISION FIDUCIARY PARTNERS, LLC

CRD 149694

AUSTIN, TX

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Search this name across graphsid dfx:ria:3a50e5fa-7782-bd4f-707d-8d651c3b5527

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 28
Dated events: 14
On other graphs: 0
Observed: Nov 8, 2013 to Jul 10, 2026
42 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: institutional managerderivedprivate_client_share=0.0 fund_share=0.02 institutional_share=0.98 related_bd=true related_bank=true bd_reps=2.0
Regulatory AUM: $24BItem 5.F on the latest filing (2026-07-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $21B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $2.2Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 4,224
SEC number: 801-78809
CRD: 149694
Filings on the tape: 42
First filed: Nov 8, 2013
Latest filed: Jul 10, 2026
Organised: Limited Liability Company, TX
Website: mesirowfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Alexis Juliana Miller	n/a	AUSTIN, TX	6	18	n/a	no
Christopher James Manor	Chartered Financial Consultant	AUSTIN, TX	1	10	1	no
Michael Joseph Schaeffer	n/a	AUSTIN, TX	1	38	2	no
Dominique Demetrius Washington	n/a	AUSTIN, TX \| Parker, CO	0	10	n/a	yes
Ethan Naumann Blanchard	n/a	AUSTIN, TX	0	13	n/a	no
Alexander Israel Behm	Chartered Financial Analyst	AUSTIN, TX \| Thornton, CO	0	13	1	no
Dominic Sanderson	n/a	AUSTIN, TX	0	12	1	yes

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
BROWN, CHAD, EDWARD	SVP, SALES STRATEGY	Na	yes	03/2020	Mar 17, 2021	Dec 3, 2024
KADING, TODD, AARON	PRESIDENT & CHIEF EXECUTIVE OFFICER	Na	yes	02/2009	Nov 8, 2013	Dec 3, 2024
KADING, TODD, AARON	MANAGING MEMBER	D	yes	01/2009	Nov 8, 2013	Dec 3, 2024
LEAFHOUSE FINANCIAL GROUP, LLC	MANAGING MEMBER	E	yes	11/2008	Nov 8, 2013	Dec 3, 2024
PACKARD, DAVID, SETH	CLASS C MEMBER	C	yes	05/2023	Jun 1, 2023	Dec 3, 2024
Sorensen, STUART, COATES	SVP, FINANCE	Na	yes	02/2022	Mar 28, 2022	Dec 3, 2024
VILLARREAL, DALLAS, MARIE	SVP, OPERATIONS & CCO	Na	yes	12/2021	Jan 7, 2022	Dec 3, 2024

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
2025	Mar 26, 2026	$24B	$21B	30	8	1	n/a	n/a
2024	Mar 31, 2025	$21B	$17B	27	7	0	n/a	n/a
2023	Mar 4, 2024	$17B	$15B	25	8	0	n/a	n/a
2022	Mar 29, 2023	$13B	$12B	21	7	0	n/a	n/a
2021	Mar 28, 2022	$15B	$14B	23	9	0	n/a	n/a
2020	Mar 17, 2021	$13B	$12B	20	10	1	n/a	n/a
2019	Mar 27, 2020	$9.6B	$8.8B	19	9	1	n/a	n/a
2018	Mar 29, 2019	$5.0B	$4.6B	13	6	1	n/a	n/a
2017	Mar 29, 2018	$3.3B	$3.3B	11	5	0	n/a	n/a
2016	Mar 15, 2017	$1.5B	$1.5B	8	4	n/a	n/a	n/a
2015	Mar 5, 2016	$906M	$862M	7	4	n/a	n/a	n/a
2014	Mar 19, 2015	$538M	$485M	7	4	n/a	n/a	n/a
2013	Apr 25, 2014	$315M	$258M	6	5	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	1	1	9.1%	0	0	0	4	2

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
2025	$24B	$21B	16.2%	$13B	21.8%	17	27	1	0

Relationships

Registered with (20)

← MICHAEL EDWARD ANNINAdvisorregistration: current employment
Jul 23, 2026 to presentfactForm ADV
← WENLI TANAdvisorregistration: current employment
Jul 20, 2026 to presentfactForm ADV
← CHRISTOPHER MARK O'NEILLAdvisorregistration: current employment
Jul 14, 2026 to presentfactForm ADV
← LAVANYA BATCHUAdvisorregistration: current employment
Jul 10, 2026 to presentfactForm ADV
← Dominic SandersonAdvisorregistration: current employment
Jan 20, 2026 to presentfactForm ADV
← Alexander Israel BehmAdvisorregistration: current employment
Dec 9, 2025 to presentfactForm ADV
← Ethan Naumann BlanchardAdvisorregistration: current employment
Nov 26, 2025 to presentfactForm ADV
← Dominique Demetrius WashingtonAdvisorregistration: current employment
Nov 18, 2025 to presentfactForm ADV
← Michael Joseph SchaefferAdvisorregistration: current employment
Jun 10, 2025 to presentfactForm ADV
← Christopher James ManorAdvisorregistration: current employment
Feb 24, 2025 to presentfactForm ADV
← Alexis Juliana MillerAdvisorregistration: current employment
Mar 11, 2020 to presentfactForm ADV
← Michael Scott GarberichAdvisorregistration: previous registration
Jul 27, 2021 to Sep 22, 2025factForm ADV
← Wesley Alan ScheversAdvisorregistration: previous registration
Sep 28, 2021 to Dec 12, 2023factForm ADV
← Russell ByromAdvisorregistration: previous registration
Dec 10, 2021 to Dec 14, 2022factForm ADV
← Renée Bangs MrosowskiAdvisorregistration: previous registration
Feb 22, 2019 to Jan 18, 2022factForm ADV
← BEN G BATESAdvisorregistration: previous registration
Aug 22, 2018 to Jun 10, 2021factForm ADV
← ADRIAN EDWARD RAMIREZAdvisorregistration: previous registration
Sep 1, 2017 to May 17, 2021factForm ADV
← BRETT OLAN WHEELERAdvisorregistration: previous registration
Sep 3, 2014 to Jun 12, 2015factForm ADV
← JON MICHAEL MCLAINAdvisorregistration: previous registration
Apr 28, 2010 to Oct 6, 2014factForm ADV
← DANIEL JOSEPH KIBERTAdvisorregistration: previous registration
Aug 18, 2010 to Mar 19, 2012factForm ADV

Controls (6)

← KADING, TODD, AARONOwnerMANAGING MEMBER, ownership code D, individual
Nov 8, 2013 to Dec 3, 2024factForm ADV
← PACKARD, DAVID, SETHOwnerCLASS C MEMBER, ownership code C, individual
Jun 1, 2023 to Dec 3, 2024factForm ADV
← BROWN, CHAD, EDWARDOwnerSVP, SALES STRATEGY, ownership code NA, individual
Mar 17, 2021 to Dec 3, 2024factForm ADV
← VILLARREAL, DALLAS, MARIEOwnerSVP, OPERATIONS & CCO, ownership code NA, individual
Jan 7, 2022 to Dec 3, 2024factForm ADV
← Sorensen, STUART, COATESOwnerSVP, FINANCE, ownership code NA, individual
Mar 28, 2022 to Dec 3, 2024factForm ADV
← LEAFHOUSE FINANCIAL GROUP, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Nov 8, 2013 to Dec 3, 2024factForm ADV

Dated events

Occurred
Sep 22, 2025
Advisor changed firm
Michael Scott Garberich left Precision Fiduciary Partners, Llc for Nestimate (registered 2026-04-22)
Form ADVobserved 6 days ago
Occurred
Dec 12, 2023
Advisor changed firm
Wesley Alan Schevers left Precision Fiduciary Partners, Llc for Alpha & Omega (registered 2026-01-01)
Form ADVobserved 6 days ago
Occurred
Jun 1, 2023
Control person joined
Seth David Packard (Class C Member) appeared on Schedule A of Precision Fiduciary Partners, Llc
Form ADVobserved 6 days ago
Occurred
Jun 1, 2023
Control person left
Maverick Neal Weaver (Managing Member) no longer on Schedule A of Precision Fiduciary Partners, Llc (listed 2023-03-29, absent 2023-06-01)
Form ADVobserved 6 days ago
Occurred
Dec 14, 2022
Advisor changed firm
Russell Byrom left Precision Fiduciary Partners, Llc for Tri-Ad Capital Management I, Llc (registered 2023-09-15)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2022
Control person joined
Coates Stuart Sorensen (Chief Financial Officer) appeared on Schedule A of Precision Fiduciary Partners, Llc
Form ADVobserved 6 days ago
Occurred
Jan 18, 2022
Advisor changed firm
Renée Bangs Mrosowski left Precision Fiduciary Partners, Llc for Summit Group Retirement Planners, Inc. (registered 2024-01-12)
Form ADVobserved 6 days ago
Occurred
Jan 7, 2022
Control person left
Elyse Marley Mcburney (Chief Compliance Officer) no longer on Schedule A of Precision Fiduciary Partners, Llc (listed 2021-03-17, absent 2022-01-07)
Form ADVobserved 6 days ago
Occurred
Jan 7, 2022
Control person joined
Marie Dallas Villarreal (Chief Compliance Officer) appeared on Schedule A of Precision Fiduciary Partners, Llc
Form ADVobserved 6 days ago
Occurred
Mar 17, 2021
Regulatory AUM changed
Precision Fiduciary Partners, Llc reported RAUM $12.9B, up 35% from $9.6B (2020-06-25 to 2021-03-17)
Form ADVobserved 6 days ago
$3.3B
Occurred
Mar 17, 2021
Control person joined
Edward Chad Brown (Chief Operating Officer) appeared on Schedule A of Precision Fiduciary Partners, Llc
Form ADVobserved 6 days ago
Occurred
Oct 17, 2019
Regulatory AUM changed
Precision Fiduciary Partners, Llc reported RAUM $8.4B, up 67% from $5.0B (2019-03-29 to 2019-10-17)
Form ADVobserved 6 days ago
$3.4B
Occurred
Mar 29, 2019
Regulatory AUM changed
Precision Fiduciary Partners, Llc reported RAUM $5.0B, up 50% from $3.3B (2018-09-17 to 2019-03-29)
Form ADVobserved 6 days ago
$1.7B
Occurred
Nov 8, 2013
First Form ADV filing
Leafhouse Financial Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3a50e5fa-7782-bd4f-707d-8d651c3b5527
First observed: Nov 8, 2013
Last observed: Jul 10, 2026 2 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.

PRECISION FIDUCIARY PARTNERS, LLC

CRD 149694

AUSTIN, TX

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:3a50e5fa-7782-bd4f-707d-8d651c3b5527

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:03 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Alexis Juliana Miller

n/a

AUSTIN, TX

n/a

Christopher James Manor

Chartered Financial Consultant

AUSTIN, TX

Michael Joseph Schaeffer

n/a

AUSTIN, TX

Dominique Demetrius Washington

n/a

AUSTIN, TX | Parker, CO

n/a

yes

Ethan Naumann Blanchard

n/a

AUSTIN, TX

n/a

Alexander Israel Behm

Chartered Financial Analyst

AUSTIN, TX | Thornton, CO

Dominic Sanderson

n/a

AUSTIN, TX

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROWN, CHAD, EDWARD

SVP, SALES STRATEGY

yes

03/2020

Mar 17, 2021

Dec 3, 2024

KADING, TODD, AARON

PRESIDENT & CHIEF EXECUTIVE OFFICER

yes

02/2009

Nov 8, 2013

Dec 3, 2024

KADING, TODD, AARON

MANAGING MEMBER

yes

01/2009

Nov 8, 2013

Dec 3, 2024

LEAFHOUSE FINANCIAL GROUP, LLC

MANAGING MEMBER

yes

11/2008

Nov 8, 2013

Dec 3, 2024

PACKARD, DAVID, SETH

CLASS C MEMBER

yes

05/2023

Jun 1, 2023

Dec 3, 2024

Sorensen, STUART, COATES

SVP, FINANCE

yes

02/2022

Mar 28, 2022

Dec 3, 2024

VILLARREAL, DALLAS, MARIE

SVP, OPERATIONS & CCO

yes

12/2021

Jan 7, 2022

Dec 3, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$24B

$21B

n/a

2024

Mar 31, 2025

$21B

$17B

n/a

2023

Mar 4, 2024

$17B

$15B

n/a

2022

Mar 29, 2023

$13B

$12B

n/a

2021

Mar 28, 2022

$15B

$14B

n/a

2020

Mar 17, 2021

$13B

$12B

n/a

2019

Mar 27, 2020

$9.6B

$8.8B

n/a

2018

Mar 29, 2019

$5.0B

$4.6B

n/a

2017

Mar 29, 2018

$3.3B

n/a

2016

Mar 15, 2017

$1.5B

n/a

2015

Mar 5, 2016

$906M

$862M

n/a

2014

Mar 19, 2015

$538M

$485M

n/a

2013

Apr 25, 2014

$315M

$258M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

9.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$24B

$21B

16.2%

$13B

21.8%