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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FIRETHORN WEALTH PARTNERS, LLC

CRD 297634

AUGUSTA, GA

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:dac21135-aba5-8ffd-c692-9630c2edfde1

Data as of Jul 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 5
On other graphs: 1
Observed: Jun 26, 2018 to Jul 27, 2026
29 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Firethorn Wealth Partners, LLC

Intermediary · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.72 fund_share=0.0 institutional_share=0.25 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $672MItem 5.F on the latest filing (2026-07-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $487M
Private client RAUM: $485MderivedItem 5.D individuals plus high net worth individuals
Private client share: 72%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $96.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,323
Individual clients: 382
High net worth clients: 297
Custody, client assets: $199M
SEC number: 801-113690
CIK: 1845743
CRD: 297634
Filings on the tape: 29
First filed: Jun 26, 2018
Latest filed: Jul 27, 2026
Organised: Limited Liability Company, GA

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
MELINDA HAIRE MCREE	n/a	AUGUSTA, GA	8	29	4	yes
KEVIN WHITE SWEENEY	n/a	AUGUSTA, GA	8	12	2	no
GERALD THOMAS ROGERS	Certified Financial Planner	AUGUSTA, GA	8	31	5	yes
RAYMOND SCOTT BENJAMIN	Certified Financial Planner	AUGUSTA, GA	7	29	5	yes
William Reza Abolghassem	n/a	AUGUSTA, GA	5	15	n/a	no
Katherine Lee Brabenec	n/a	AUGUSTA, GA \| Atlanta, GA	2	12	n/a	no
Kenneth Sheppard Simpson	n/a	AUGUSTA, GA	0	10	n/a	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
BENJAMIN, RAYMOND, SCOTT	Partner	D	yes	06/2018	Jun 26, 2018	Mar 13, 2024
MCREE, MELINDA, HAIRE	CHIEF COMPLIANCE OFFICER / DIRECTOR OF OPERATIONS	Na	yes	08/2021	Aug 5, 2021	Mar 13, 2024
ROGERS, GERALD, THOMAS	Partner	C	yes	06/2018	Jun 26, 2018	Mar 13, 2024
SWEENEY, KEVIN, WHITE	Partner	B	yes	06/2018	Jun 26, 2018	Mar 13, 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 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 24, 2026	$672M	$487M	9	5	1	n/a	n/a
2024	Mar 18, 2025	$544M	$391M	8	5	0	n/a	n/a
2023	Mar 13, 2024	$460M	$314M	7	5	0	n/a	n/a
2022	Mar 16, 2023	$375M	$244M	6	5	0	n/a	n/a
2021	Mar 21, 2022	$289M	$227M	6	5	0	n/a	n/a
2020	Mar 18, 2021	$213M	$192M	4	4	0	n/a	n/a
2019	Mar 26, 2020	$203M	$148M	4	4	0	n/a	n/a
2018	Mar 30, 2019	$144M	$144M	4	4	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
0	0	0	0.0%	0	0	0	0	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	$672M	$544M	23.6%	$375M	21.5%	9	8	1	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WEALTHPLAN PARTNERS	4	May 1, 2017	Oct 11, 2018	OMAHA, NE	Team lift out	Other	13.8%

Relationships

Registered with (7)

← Kenneth Sheppard SimpsonAdvisorregistration: current employment
Jul 13, 2026 to presentfactForm ADV
← Katherine Lee BrabenecAdvisorregistration: current employment
Aug 29, 2024 to presentfactForm ADV
← William Reza AbolghassemAdvisorregistration: current employment
May 20, 2021 to presentfactForm ADV
← RAYMOND SCOTT BENJAMINAdvisorregistration: current employment
Oct 11, 2018 to presentfactForm ADV
← GERALD THOMAS ROGERSAdvisorregistration: current employment
Sep 4, 2018 to presentfactForm ADV
← KEVIN WHITE SWEENEYAdvisorregistration: current employment
Aug 24, 2018 to presentfactForm ADV
← MELINDA HAIRE MCREEAdvisorregistration: current employment
Aug 23, 2018 to presentfactForm ADV

Controls (4)

← ROGERS, GERALD, THOMASOwnerPARTNER, ownership code C, individual
Jun 26, 2018 to Mar 13, 2024factForm ADV
← BENJAMIN, RAYMOND, SCOTTOwnerPARTNER, ownership code D, individual
Jun 26, 2018 to Mar 13, 2024factForm ADV
← MCREE, MELINDA, HAIREOwnerCHIEF COMPLIANCE OFFICER / DIRECTOR OF OPERATIONS, ownership code NA, individual
Aug 5, 2021 to Mar 13, 2024factForm ADV
← SWEENEY, KEVIN, WHITEOwnerPARTNER, ownership code B, individual
Jun 26, 2018 to Mar 13, 2024factForm ADV

Moved with (1)

← WEALTHPLAN PARTNERSRegistered adviser4 advisors, team lift out, same day
May 1, 2017 to Oct 11, 2018factForm ADV

Dated events

Occurred
Aug 5, 2021
Control person joined
Haire Melinda Mcree (Chief Compliance Officer / Director Of Operations) appeared on Schedule A of Firethorn Wealth Partners, Llc
Form ADVobserved 4 days ago
Occurred
Aug 5, 2021
Control person left
Leigh Stacy Sizemore (Chief Compliance Officer) no longer on Schedule A of Firethorn Wealth Partners, Llc (listed 2021-05-18, absent 2021-08-05)
Form ADVobserved 4 days ago
Occurred
Jun 12, 2019
Control person joined
Leigh Stacy Sizemore (Chief Compliance Officer) appeared on Schedule A of Firethorn Wealth Partners, Llc
Form ADVobserved 4 days ago
Occurred
Jun 12, 2019
Control person left
Louise Megan Castleman (Chief Compliance Officer) no longer on Schedule A of Firethorn Wealth Partners, Llc (listed 2019-03-30, absent 2019-06-12)
Form ADVobserved 4 days ago
Occurred
Jun 26, 2018
First Form ADV filing
Firethorn Wealth Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dac21135-aba5-8ffd-c692-9630c2edfde1
First observed: Jun 26, 2018
Last observed: Jul 27, 2026 54 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.

FIRETHORN WEALTH PARTNERS, LLC

CRD 297634

AUGUSTA, GA

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:dac21135-aba5-8ffd-c692-9630c2edfde1

Data as of Jul 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:38 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MELINDA HAIRE MCREE

n/a

AUGUSTA, GA

yes

KEVIN WHITE SWEENEY

n/a

AUGUSTA, GA

GERALD THOMAS ROGERS

Certified Financial Planner

AUGUSTA, GA

yes

RAYMOND SCOTT BENJAMIN

Certified Financial Planner

AUGUSTA, GA

yes

William Reza Abolghassem

n/a

AUGUSTA, GA

n/a

Katherine Lee Brabenec

n/a

AUGUSTA, GA | Atlanta, GA

n/a

Kenneth Sheppard Simpson

n/a

AUGUSTA, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BENJAMIN, RAYMOND, SCOTT

Partner

yes

06/2018

Jun 26, 2018

Mar 13, 2024

MCREE, MELINDA, HAIRE

CHIEF COMPLIANCE OFFICER / DIRECTOR OF OPERATIONS

yes

08/2021

Aug 5, 2021

Mar 13, 2024

ROGERS, GERALD, THOMAS

Partner

yes

06/2018

Jun 26, 2018

Mar 13, 2024

SWEENEY, KEVIN, WHITE

Partner

yes

06/2018

Jun 26, 2018

Mar 13, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 24, 2026

$672M

$487M

n/a

2024

Mar 18, 2025

$544M

$391M

n/a

2023

Mar 13, 2024

$460M

$314M

n/a

2022

Mar 16, 2023

$375M

$244M

n/a

2021

Mar 21, 2022

$289M

$227M

n/a

2020

Mar 18, 2021

$213M

$192M

n/a

2019

Mar 26, 2020

$203M

$148M

n/a

2018

Mar 30, 2019

$144M

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

$672M

$544M

23.6%

$375M

21.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WEALTHPLAN PARTNERS

May 1, 2017

Oct 11, 2018

OMAHA, NE

Team lift out

Other

13.8%