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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

INDIVISIBLE PARTNERS

INDIVISIBLE PARTNERS, LLC, CRD 332431

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:5828d298-91ca-70e9-5461-c2c577b81b2c

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 44
Dated events: 9
On other graphs: 0
Observed: Sep 26, 2024 to Aug 3, 2026
20 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: independent wealth managerderivedprivate_client_share=0.77 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.1BItem 5.F on the latest filing (2026-08-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.1B
Private client RAUM: $1.6BderivedItem 5.D individuals plus high net worth individuals
Private client share: 77%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 28
RAUM per advisor: $74.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 24
Advisory employees: 13
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 2,672
Individual clients: 214
High net worth clients: 320
Custody, client assets: $201M
SEC number: 801-131364
CRD: 332431
Filings on the tape: 20
First filed: Sep 26, 2024
Latest filed: Aug 3, 2026
Organised: Limited Liability Company, FL
Website: linkedin.company

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
STEPHEN C HOSTETLER	Chartered Financial Analyst	Lexington, VA \| CLEARWATER, FL	1	25	n/a	no
LEE S WOODRING	n/a	PITTSFORD, NY	1	30	1	no
ROBERT J LEROY	n/a	PITTSFORD, NY	1	17	1	no
PAUL TODD LAMBERT	n/a	Hinsdale, IL	1	34	1	no
JOHN WILLIAM THIEL	n/a	CLEARWATER, FL	1	37	1	no
Sandra Lynn Bolton	n/a	Bradenton, FL \| Hazlet, NJ \| CLEARWATER, FL	1	33	4	no
Christopher W Tieland	n/a	CLEARWATER, FL \| Beaufort, SC	1	23	6	no
LAUREN SADDLER PEARSON	Certified Financial Planner	CLEARWATER, FL \| Birmingham, AL	1	18	2	no
ELLEN Clarke Bradford	n/a	Birmingham, AL \| CLEARWATER, FL	1	12	3	no
Emily Stoddard Lassiter	n/a	Birmingham, AL \| CLEARWATER, FL	1	11	1	no
Maria Mote	n/a	CLEARWATER, FL \| Birmingham, AL	1	11	1	no
KEVIN B MCCULLEY	Certified Financial Planner\|Chartered Financial Analyst	CLEARWATER, FL \| Golden, CO	1	11	2	no
KEVIN T KARRH	Certified Financial Planner	Plano, TX \| CLEARWATER, FL	0	26	3	no
ZACHARY S HOPE	n/a	Plano, TX \| CLEARWATER, FL	0	13	2	no
ETHAN DANIEL HAFNER	n/a	Deerfield, IL	0	28	2	no
ANDREW M CARDILLO	Certified Financial Planner	Deerfield, IL	0	11	1	no
Jeffrey P Renelt	n/a	Victor, NY \| CLEARWATER, FL	0	38	1	no
Ryan Jacob Patterson	n/a	Golden, CO \| CLEARWATER, FL	0	11	n/a	no
LETITIA BRECKENRIDGE Scalise	n/a	Gordonsville, VA \| CLEARWATER, FL	0	11	1	no
NELSON CARDENAS	Chartered Financial Analyst	CLEARWATER, FL \| Miami, FL	0	21	3	no

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
ADORNETTO, MICHAEL	HEAD OF OPERATIONS AND SERVICE	Na	yes	07/2024	Aug 3, 2026	Aug 3, 2026
CIESZKO, ANTHONY, PETER	HEAD OF INVESTMENT SOLUTIONS	Na	yes	07/2024	Aug 3, 2026	Aug 3, 2026
CORRA, THOMAS	CHIEF FINANCIAL OFFICER	Na	yes	07/2024	Aug 3, 2026	Aug 3, 2026
FICKINGER, THOMAS, ANTHONY	CO-PRESIDENT, ADVISOR TEAMS	Na	yes	08/2024	Aug 3, 2026	Aug 3, 2026
FORABYA, LLC	Owner	E	yes	07/2024	Aug 3, 2026	Aug 3, 2026
Hogarty, John, M	CHIEF OPERATING OFFICER OFFICER/SECRETARY	Na	yes	07/2024	Aug 3, 2026	Aug 3, 2026
Kapoor, Alok, Kumar	CHIEF TECHNOLOGY OFFICER	Na	yes	07/2024	Aug 3, 2026	Aug 3, 2026
LAMBERT, PAUL, TODD	CO-PRESIDENT, ADVISOR TEAMS	Na	yes	07/2024	Aug 3, 2026	Aug 3, 2026
LORENZ, WILLIAM, ANDRES	CO-PRESIDENT, ADVISOR TEAMS	Na	yes	07/2024	Aug 3, 2026	Aug 3, 2026
THIEL, JOHN, WILLIAM	EXECUTIVE CHAIRMAN	Na	yes	07/2024	Aug 3, 2026	Aug 3, 2026
HOSTETLER, STEPHEN, C	CHIEF COMPLIANCE OFFICER/SECRETARY	Na	yes	07/2024	Sep 26, 2024	Dec 4, 2024
HOSTETLER, STEPHEN, C	Secretary	F	yes	07/2024	Sep 26, 2024	Dec 4, 2024
THIEL, JOHN, WILLIAM	EXECUTIVE CHAIRMAN	F	yes	07/2024	Sep 26, 2024	Dec 4, 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; showing 2 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$1.5B	$1.5B	24	13	5	n/a	n/a
2024	Apr 30, 2025	$299M	$299M	11	3	1	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
8	0	8	0.0%	2	0	0	19	0

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	$2.1B	$299M	596.5%	n/a	n/a	24	11	5	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
UBS FINANCIAL SERVICES INC.	2	Apr 28, 2026	Apr 17, 2026	DEERFIELD, IL	Team lift out	Wirehouse to RIA	0.0%
HIGHTOWER ADVISORS, LLC	2	Jun 2, 2025	Jun 2, 2025	BIRMINGHAM, AL	Team lift out	Ibd to RIA	0.2%
HIGHTOWER ADVISORS, LLC	3	Jun 2, 2025	Jun 2, 2025	CHICAGO, IL	Team lift out	Ibd to RIA	0.3%
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	2	Jan 6, 2025	Jan 3, 2025	PITTSFORD, NY	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (28)

← NELSON CARDENASAdvisorregistration: current employment
Sep 9, 2026 to presentfactForm ADV
← LETITIA BRECKENRIDGE ScaliseAdvisorregistration: current employment
Aug 3, 2026 to presentfactForm ADV
← Ryan Jacob PattersonAdvisorregistration: current employment
Jul 31, 2026 to presentfactForm ADV
← Brandon Michael BergesAdvisorregistration: current employment
Jun 23, 2026 to presentfactForm ADV
← Jeffrey P ReneltAdvisorregistration: current employment
Jun 18, 2026 to presentfactForm ADV
← DAVID RAY HOWERTONAdvisorregistration: current employment
Jun 4, 2026 to presentfactForm ADV
← DEBRA ANNETTE FIELDSAdvisorregistration: current employment
May 18, 2026 to presentfactForm ADV
← GRANT E BLINDBURYAdvisorregistration: current employment
May 18, 2026 to presentfactForm ADV
← JEREMY JAMES FIELDSAdvisorregistration: current employment
May 18, 2026 to presentfactForm ADV
← DANIEL LAURENCE MOCKAdvisorregistration: current employment
May 18, 2026 to presentfactForm ADV
← Andrew Jakob MillerAdvisorregistration: current employment
May 18, 2026 to presentfactForm ADV
← JAKE L BERMANAdvisorregistration: current employment
May 18, 2026 to presentfactForm ADV
← ETHAN DANIEL HAFNERAdvisorregistration: current employment
Apr 17, 2026 to presentfactForm ADV
← ANDREW M CARDILLOAdvisorregistration: current employment
Apr 17, 2026 to presentfactForm ADV
← ZACHARY S HOPEAdvisorregistration: current employment
Dec 11, 2025 to presentfactForm ADV
← KEVIN T KARRHAdvisorregistration: current employment
Dec 9, 2025 to presentfactForm ADV
← KEVIN B MCCULLEYAdvisorregistration: current employment
Jun 16, 2025 to presentfactForm ADV
← Christopher W TielandAdvisorregistration: current employment
Jun 2, 2025 to presentfactForm ADV
← LAUREN SADDLER PEARSONAdvisorregistration: current employment
Jun 2, 2025 to presentfactForm ADV
← ELLEN Clarke BradfordAdvisorregistration: current employment
Jun 2, 2025 to presentfactForm ADV
← Emily Stoddard LassiterAdvisorregistration: current employment
Jun 2, 2025 to presentfactForm ADV
← Maria MoteAdvisorregistration: current employment
Jun 2, 2025 to presentfactForm ADV
← Sandra Lynn BoltonAdvisorregistration: current employment
May 6, 2025 to presentfactForm ADV
← JOHN WILLIAM THIELAdvisorregistration: current employment
Apr 3, 2025 to presentfactForm ADV
← PAUL TODD LAMBERTAdvisorregistration: current employment
Mar 6, 2025 to presentfactForm ADV
← LEE S WOODRINGAdvisorregistration: current employment
Jan 3, 2025 to presentfactForm ADV
← ROBERT J LEROYAdvisorregistration: current employment
Jan 3, 2025 to presentfactForm ADV
← STEPHEN C HOSTETLERAdvisorregistration: current employment
Nov 14, 2024 to presentfactForm ADV

Moved with (3)

← UBS FINANCIAL SERVICES INC.Registered adviser2 advisors, team lift out, same day
Apr 28, 2026 to Apr 17, 2026factForm ADV
← HIGHTOWER ADVISORS, LLCRegistered adviser3 advisors, team lift out, same day
Jun 2, 2025 to Jun 2, 2025factForm ADV
← MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviser2 advisors, team lift out, same day
Jan 6, 2025 to Jan 3, 2025factForm ADV

Controls (11)

← CIESZKO, ANTHONY, PETEROwnerHEAD OF INVESTMENT SOLUTIONS, ownership code NA, individual
Sep 26, 2024 to Dec 4, 2024factForm ADV
← FICKINGER, THOMAS, ANTHONYOwnerCO-PRESIDENT, ADVISOR TEAMS, ownership code NA, individual
Sep 26, 2024 to Dec 4, 2024factForm ADV
← ADORNETTO, MICHAELOwnerHEAD OF OPERATIONS AND SERVICE, ownership code NA, individual
Sep 26, 2024 to Dec 4, 2024factForm ADV
← THIEL, JOHN, WILLIAMOwnerEXECUTIVE CHAIRMAN, ownership code F, individual
Sep 26, 2024 to Dec 4, 2024factForm ADV
← LORENZ, WILLIAM, ANDRESOwnerCO-PRESIDENT, ADVISOR TEAMS, ownership code NA, individual
Sep 26, 2024 to Dec 4, 2024factForm ADV
← LAMBERT, PAUL, TODDOwnerCO-PRESIDENT, ADVISOR TEAMS, ownership code NA, individual
Sep 26, 2024 to Dec 4, 2024factForm ADV
← CORRA, THOMASOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Sep 26, 2024 to Dec 4, 2024factForm ADV
← Hogarty, John, MOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Sep 26, 2024 to Dec 4, 2024factForm ADV
← HOSTETLER, STEPHEN, COwnerSECRETARY, ownership code F, individual
Sep 26, 2024 to Dec 4, 2024factForm ADV
← Kapoor, Alok, KumarOwnerCHIEF TECHNOLOGY OFFICER, ownership code NA, individual
Sep 26, 2024 to Dec 4, 2024factForm ADV
← FORABYA, LLCOwnerOWNER, ownership code E, domestic entity
Sep 26, 2024 to Dec 4, 2024factForm ADV

Dated events

Occurred
May 18, 2026
Regulatory AUM changed
Indivisible Partners reported RAUM $2.1B, up 34% from $1.5B (2026-04-30 to 2026-05-18)
Form ADVobserved 4 days ago
$533M
Occurred
Apr 28, 2026
Team lift-out
2 advisors left UBS Financial Services Inc. (Deerfield, IL) for Indivisible Partners on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Mar 30, 2026
Advisor headcount changed
Indivisible Partners reported 13 state-registered advisory representatives, up from 3 (2026-02-17 to 2026-03-30)
Form ADVobserved 4 days ago
10 IARS
Occurred
Jan 20, 2026
Regulatory AUM changed
Indivisible Partners reported RAUM $1.5B, up 267% from $421.3M (2025-10-08 to 2026-01-20)
Form ADVobserved 4 days ago
$1.1B
Occurred
Jun 18, 2025
Regulatory AUM changed
Indivisible Partners reported RAUM $421.3M, up 41% from $298.6M (2025-05-13 to 2025-06-18)
Form ADVobserved 4 days ago
$123M
Occurred
Jun 2, 2025
Team lift-out
3 advisors left Hightower Advisors, LLC (Birmingham, AL) for Indivisible Partners on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Jun 2, 2025
Team lift-out
3 advisors left Hightower Advisors, LLC (Chicago, IL) for Indivisible Partners on the same day
Form ADVobserved 2 days ago
3 advisors
Occurred
Jan 6, 2025
Team lift-out
2 advisors left Merrill Lynch, Pierce, Fenner & Smith Incorporated (Pittsford, NY) for Indivisible Partners on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Sep 26, 2024
First Form ADV filing
Indivisible Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5828d298-91ca-70e9-5461-c2c577b81b2c
First observed: Sep 26, 2024
Last observed: Aug 3, 2026 47 days 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.

INDIVISIBLE PARTNERS

INDIVISIBLE PARTNERS, LLC, CRD 332431

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:5828d298-91ca-70e9-5461-c2c577b81b2c

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:18 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STEPHEN C HOSTETLER

Chartered Financial Analyst

Lexington, VA | CLEARWATER, FL

n/a

LEE S WOODRING

n/a

PITTSFORD, NY

ROBERT J LEROY

n/a

PITTSFORD, NY

PAUL TODD LAMBERT

n/a

Hinsdale, IL

JOHN WILLIAM THIEL

n/a

CLEARWATER, FL

Sandra Lynn Bolton

n/a

Bradenton, FL | Hazlet, NJ | CLEARWATER, FL

Christopher W Tieland

n/a

CLEARWATER, FL | Beaufort, SC

LAUREN SADDLER PEARSON

Certified Financial Planner

CLEARWATER, FL | Birmingham, AL

ELLEN Clarke Bradford

n/a

Birmingham, AL | CLEARWATER, FL

Emily Stoddard Lassiter

n/a

Birmingham, AL | CLEARWATER, FL

Maria Mote

n/a

CLEARWATER, FL | Birmingham, AL

KEVIN B MCCULLEY

Certified Financial Planner|Chartered Financial Analyst

CLEARWATER, FL | Golden, CO

KEVIN T KARRH

Certified Financial Planner

Plano, TX | CLEARWATER, FL

ZACHARY S HOPE

n/a

Plano, TX | CLEARWATER, FL

ETHAN DANIEL HAFNER

n/a

Deerfield, IL

ANDREW M CARDILLO

Certified Financial Planner

Deerfield, IL

Jeffrey P Renelt

n/a

Victor, NY | CLEARWATER, FL

Ryan Jacob Patterson

n/a

Golden, CO | CLEARWATER, FL

n/a

LETITIA BRECKENRIDGE Scalise

n/a

Gordonsville, VA | CLEARWATER, FL

NELSON CARDENAS

Chartered Financial Analyst

CLEARWATER, FL | Miami, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ADORNETTO, MICHAEL

HEAD OF OPERATIONS AND SERVICE

yes

07/2024

Aug 3, 2026

CIESZKO, ANTHONY, PETER

HEAD OF INVESTMENT SOLUTIONS

yes

07/2024

Aug 3, 2026

CORRA, THOMAS

CHIEF FINANCIAL OFFICER

yes

07/2024

Aug 3, 2026

FICKINGER, THOMAS, ANTHONY

CO-PRESIDENT, ADVISOR TEAMS

yes

08/2024

Aug 3, 2026

FORABYA, LLC

Owner

yes

07/2024

Aug 3, 2026

Hogarty, John, M

CHIEF OPERATING OFFICER OFFICER/SECRETARY

yes

07/2024

Aug 3, 2026

Kapoor, Alok, Kumar

CHIEF TECHNOLOGY OFFICER

yes

07/2024

Aug 3, 2026

LAMBERT, PAUL, TODD

CO-PRESIDENT, ADVISOR TEAMS

yes

07/2024

Aug 3, 2026

LORENZ, WILLIAM, ANDRES

CO-PRESIDENT, ADVISOR TEAMS

yes

07/2024

Aug 3, 2026

THIEL, JOHN, WILLIAM

EXECUTIVE CHAIRMAN

yes

07/2024

Aug 3, 2026

HOSTETLER, STEPHEN, C

CHIEF COMPLIANCE OFFICER/SECRETARY

yes

07/2024

Sep 26, 2024

Dec 4, 2024

HOSTETLER, STEPHEN, C

Secretary

yes

07/2024

Sep 26, 2024

Dec 4, 2024

THIEL, JOHN, WILLIAM

EXECUTIVE CHAIRMAN

yes

07/2024

Sep 26, 2024

Dec 4, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$1.5B

n/a

2024

Apr 30, 2025

$299M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.1B

$299M

596.5%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

UBS FINANCIAL SERVICES INC.

Apr 28, 2026

Apr 17, 2026

DEERFIELD, IL

Team lift out

Wirehouse to RIA

0.0%

HIGHTOWER ADVISORS, LLC

Jun 2, 2025

BIRMINGHAM, AL

Team lift out

Ibd to RIA

0.2%

HIGHTOWER ADVISORS, LLC

Jun 2, 2025

CHICAGO, IL

Team lift out

Ibd to RIA

0.3%

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 6, 2025

Jan 3, 2025

PITTSFORD, NY

Team lift out

Wirehouse to new firm

0.0%