AdviPartner, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$55,801,655
Clients
108
31% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
108
Very HighAverage account size
$516,682
About
AdviPartner is an independent, single-advisor registered investment adviser that provides discretionary investment management to individuals, high-net-worth individuals, and small businesses. The firm manages roughly $55.8 million across about 108 client accounts and charges percentage-of-assets-under-management fees for tailored portfolio services.
The firm emphasizes passive investment management using low-cost index mutual funds and ETFs, while also employing fundamental, technical, cyclical and charting analysis to inform asset allocation and security selection. Clients receive ongoing, customized advice with the ability to impose reasonable investment restrictions, and the firm provides weekly performance reports and other regular client communications.
What is notable compared with most peers is that AdviPartner has disclosed regulatory consent orders: a 2021 consent order resolving a failure to maintain required minimum net worth and an omission in client agreements (resulting in a fine), followed by a 2025 consent order and fine related to the firm’s untimely disclosure of the prior order — disclosures that are uncommon among independent advisers. The firm otherwise operates as a fee-only, discretionary manager that does not participate in wrap programs or accept performance-based fees.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
$0 - $1,000,000: 0.95% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.87% $3,000,001 - $4,000,000: 0.84% $4,000,001 - $5,000,000: 0.81% Above $5,000,000+: Negotiable
Fee-only: Fee-only firm, compensated solely by clients, no commissions or sales-related compensation
Main office location
AdviPartner, LLC
205 Cherokee St.
Kingsport TN 37660, United States
Number of offices
1
Most active in
AdviPartner, LLC has reported serving >5 clients in these states in the last 12 months.
Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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