Somos Financial Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Somos Financial Partners LLC is a registered investment adviser that offers discretionary portfolio management and selection-of-adviser services to individual and high‑net‑worth clients, creating an Investment Policy Statement for each account and providing ongoing monitoring, asset allocation, and asset selection. The firm states it acts as a fiduciary for retirement accounts and handles trade execution under granted discretionary authority.
The firm’s investment approach draws on a mix of analysis methods — including fundamental, quantitative, technical/charting, and modern portfolio theory — and it generally pursues long‑term trading strategies while documenting risk tolerance and other client-specific parameters in each IPS. Somos Financial also requires clients to use a specified broker‑dealer/custodian and may enroll client accounts in the Altruist One bundled subscription program, with the subscription fee passed through to clients.
Distinctive aspects in the brochure include the firm’s recent formation (September 2025) and its reporting of no assets under management at the time of the filing, indicating start‑up status, and the firm’s requirement that clients use a designated custodian rather than offering multiple custodial choices. The brochure also discloses that a firm principal has an outside role at a lower middle‑market credit fund, a relationship the firm notes could present conflicts of interest when recommending third‑party opportunities.
Client services
Expertise
Fee options
$0 - $1,500,000: 1.00% $1,500,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.80% Above $5,000,000+: 0.65%
Monthly fee of 0.01% for participation in the Altruist One Program
Main office
Austin TX
Advisors at this office
3
Most active in
Texas
Also doing business as
Lewis Leavitt · Somos Financial Partners LLC
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.
Forms ADV
Advisors at this firm
Anthony B
Series 65
Austin, TX
Somos Financial Partners LLC
Anthony Buzbee Jr. is a financial advisor with Somos Financial Partners LLC in Austin, TX. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Somos Financial Partners, he worked at Cresa and New Regional Planning. Somos Financial Partners LLC is a registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and selection-of-adviser services. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, focusing on long-term trading strategies and maintaining client-specific investment policy statements.
Dallas G
CFA®, Series 63
Austin, TX
Somos Financial Partners LLC
Dallas Griffin is a financial advisor with Somos Financial Partners LLC in Austin, TX, holding the CFA® designation and a Series 63 license. He has 13 years of industry experience, including a long tenure at Piper Sandler from 2009 to 2022. Outside of advisory work, he is involved with Rigid Constructors and Daylight Energy, LLC. Somos Financial Partners LLC provides discretionary portfolio management and selection-of-adviser services to individual and high-net-worth clients. The firm employs a mix of fundamental, quantitative, technical, and modern portfolio theory approaches, typically pursuing long-term trading strategies while acting as a fiduciary for retirement accounts.
Lewis L
Series 63, Series 65
Austin, TX
Somos Financial Partners LLC
Lewis Leavitt IV is an advisor at Somos Financial Partners LLC with Series 63 and Series 65 credentials. He has seven years of industry experience, including roles at AllianceBernstein Private Credit Investors and Escalate Capital Partners. He is also a partner at CrowdOut Capital, where he dedicates approximately thirty-five hours per week. Somos Financial Partners LLC provides discretionary portfolio management and selection-of-adviser services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory approaches and generally pursues long-term trading strategies within client-specific investment guidelines.
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