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ROOT FINANCIAL PARTNERS, LLC, CRD 290289
AUSTIN, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JAMES MATTHEW CONOLE | Certified Financial Planner | AUSTIN, TX | 8 | 14 | 2 | no |
| CHRISTOPHER JOSEPH RIBOLI | Certified Financial Planner | AUSTIN, TX | El Segundo, CA | 4 | 13 | 1 | no |
| Joseph Thomas Trimble | Certified Financial Planner | AUSTIN, TX | Leesburg, VA | 3 | 10 | 3 | no |
| Carly Marie Jeavons | Certified Financial Planner | AUSTIN, TX | Santa Monica, CA | 2 | 10 | 5 | no |
| Kenzie LeeAnn Passino | n/a | AUSTIN, TX | Overland Park, KS | 2 | 11 | 1 | no |
| Brandon Gwynn Woods | Certified Financial Planner | Fort Worth, TX | AUSTIN, TX | 2 | 10 | 2 | no |
| PAUL K. LAYTON | Certified Financial Planner | Littleton, CO | AUSTIN, TX | 2 | 10 | 2 | no |
| Chelsea Danielle Johns | Certified Financial Planner | Centennial, CO | AUSTIN, TX | 2 | 11 | 2 | no |
| Jordan Nicholas McConnell | Certified Financial Planner | AUSTIN, TX | Castle Rock, CO | 2 | 10 | 3 | no |
| KATHRYN KAVEHRAD | Certified Financial Planner | Knoxville, TN | AUSTIN, TX | 2 | 11 | 2 | no |
| JONATHAN JAY LESTER | Certified Financial Planner | AUSTIN, TX | DENVER, CO | 2 | 14 | 2 | no |
| Steven Chandler Murphy | Certified Financial Planner | Whittier, CA | AUSTIN, TX | 1 | 10 | 1 | no |
| Lucas M Durham | Certified Financial Planner | Palm Bay, FL | AUSTIN, TX | 1 | 12 | n/a | no |
| Naomi Monica Roy | Certified Financial Planner | Denver, CO | AUSTIN, TX | 1 | 13 | 2 | no |
| Kathleen Jessica Villegas | Certified Financial Planner | Durham, NC | AUSTIN, TX | 1 | 14 | 2 | no |
| JEFFREY JOSEPH KANE | Certified Financial Planner | Littleton, CO | AUSTIN, TX | 1 | 13 | 3 | no |
| Caleb Jonathan Vering | Certified Financial Planner | AUSTIN, TX | Bentonville, AR | 1 | 12 | n/a | no |
| Ari Cooper Taublieb | Certified Financial Planner | AUSTIN, TX | 1 | 19 | 1 | no |
| HARRISON ROBINSON SOMMERS | Certified Financial Planner | Chicago, IL | AUSTIN, TX | 1 | 13 | 1 | no |
| Benjamin Ahmetagic | Certified Financial Planner | AUSTIN, TX | Louisville, KY | 1 | 16 | 1 | no |
| Monica Kathleen Mejia | Certified Financial Planner|Chartered Financial Consultant | AUSTIN, TX | Cameron Park,, CA | 1 | 12 | 1 | no |
| Susanna Margaret van Rooyen | n/a | Seattle, WA | AUSTIN, TX | 1 | 11 | n/a | no |
| Christopher Sean Brown | Certified Financial Planner | Knoxville, TN | AUSTIN, TX | 1 | 11 | 3 | no |
| Alexandra Rose Addington Stickelman | n/a | AUSTIN, TX | Middletown, MD | 1 | 11 | 4 | no |
| BROOKS HAMILTON PALMER | Certified Financial Planner | Austin, TX | AUSTIN, TX | 1 | 16 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CONOLE, JAMES, MATTHEW | FOUNDER / CHIEF EXECUTIVE OFFICER OFFICER | E | yes | 10/2017 | Aug 28, 2026 | Aug 28, 2026 |
| Taublieb, Ari, Cooper | CHIEF GROWTH OFFICER | Na | yes | 01/2025 | Aug 28, 2026 | Aug 28, 2026 |
| Degheri, Daniel, Vance | CHIEF COMPLIANCE OFFICER | Na | no | 03/2024 | Mar 18, 2024 | Nov 14, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 14, 2026 | $2.1B | $2.1B | 65 | 59 | 1 | n/a | n/a |
| 2024 | Apr 8, 2025 | $1.1B | $1.1B | 40 | 35 | 0 | n/a | n/a |
| 2023 | Mar 18, 2024 | $399M | $399M | 15 | 9 | 0 | n/a | n/a |
| 2022 | Feb 24, 2023 | $188M | $188M | 6 | 5 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 19 | 0 | 19 | 0.0% | 3 | 0 | 0 | 53 | 2 |
| 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 | $1.1B | 94.1% | $188M | 125.4% | 65 | 40 | 1 | 0 |