Broadleaf Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$436,704,364
Clients
227
Advisors
3
of 7 employees
About
Broadleaf Partners serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate clients by providing discretionary and non‑discretionary portfolio management, model portfolio management, third‑party money manager selection, comprehensive financial planning, and limited consulting. The firm documents client objectives in a Personal Investment Policy Statement and provides regular performance and holdings reports.
The investment process combines fundamental, technical, quantitative and qualitative analysis and may be implemented either through individualized portfolios or model strategies; one model, the Broadleaf Growth Equity Portfolio (BGEP), is a concentrated 25–35 stock, growth‑oriented strategy with a stated objective to outperform the S&P 500, while three STRIPS models use mutual funds and ETFs for diversified exposure. Accounts are reviewed at least quarterly, clients are periodically asked to confirm suitability, and third‑party managers are monitored with the option to recommend replacements if they no longer align with a client’s PIPS.
Distinctive features disclosed in the brochure include recommendations for a broader set of products—such as variable annuities, options, margin transactions and interests in oil and gas partnerships—which the firm implements when suitable, and documented solicitor/referral arrangements to compensate third‑party referrers. The firm also discloses obtaining research through broker relationships (including JP Morgan and TD Cowen) and acknowledges limited custody considerations arising from direct fee debiting and transfer authorizations.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001+: Negotiable
Account minimum: $100,000 Fee-only: Comprehensive Financial Planning Services fixed fee up to $5,000; Consulting services fees based on hourly or fixed project fee, agreed in writing
Main office
9 Aurora Street, Suite #5
Hudson OH 44236
Advisors at this office
3
Most active in
Florida · Michigan · New York · Ohio · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Jared H
Series 66
Hudson, OH
Broadleaf Partners, LLC
Jared Hoffman is a financial advisor at Broadleaf Partners, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Valmark Financial Group and Ohio State University. Broadleaf Partners serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis to manage individualized portfolios and model strategies tailored to client objectives.
William H
Series 63, Series 65
Hudson, OH
Broadleaf Partners, LLC
William Hoover is a financial advisor at Broadleaf Partners, LLC with 24 years of industry experience. He has been with Broadleaf Partners since 2009 and holds Series 63 and Series 65 credentials. Broadleaf Partners serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses by offering discretionary and non-discretionary portfolio management, model portfolio services, third-party manager selection and monitoring, comprehensive financial planning, and consulting. The firm employs a model-based investing approach combined with security selection, utilizing a mix of fundamental, technical, cyclical, quantitative, and qualitative analysis in portfolio management.
Douglas M
CFA®, Series 63, Series 65
Hudson, OH
Broadleaf Partners, LLC
Douglas Mackay is a CFA® charterholder with 29 years of industry experience. He has been with Broadleaf Partners, LLC since 2005. Mackay serves on the investment committees for Peg's Foundation and the Miami University Foundation, advising these endowments on their investment strategies. Broadleaf Partners serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, providing discretionary and non-discretionary portfolio management, model portfolio services, third-party manager selection, and financial planning. The firm uses a model-based investing approach combined with security selection and employs a mix of fundamental, technical, cyclical, quantitative, and qualitative analysis in portfolio management.
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