PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Financial Partners Group, LLC

CRD 165856SEC# 801-77574Gallatin, TN
Export (members)
No longer SEC-registered. Financial Partners Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$638.6M
Employees
6
Accounts
1,103
Location
Gallatin, TN

Financial Partners Group, LLC assets under management

Financial Partners Group, LLC is an SEC-registered investment adviser based in Gallatin, TN. It reports $638.6 million in regulatory assets under management and employs 6 people.

Financial Partners Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Frank Ferrell Bowling ControlMemberUnder 5%2016
Mercer Global Advisors Inc. ControlParent CompanyOver 75%2025
Scott Thomas Paschal ControlManaging Member / Chief Compliance OfficerUnder 5%2013

Frequently asked questions

How much does Financial Partners Group, LLC manage?

Financial Partners Group, LLC reports $638.6 million in regulatory assets under management on its Form ADV.

How many employees does Financial Partners Group, LLC have?

Financial Partners Group, LLC reports 6 employees.

Where is Financial Partners Group, LLC located?

Financial Partners Group, LLC is based in Gallatin, TN.

Does Financial Partners Group, LLC disclose fund performance?

Financial Partners Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address607 Commons Drive, Gallatin, TN 37066
Office hours9:00a.m. - 4:00p.m.
Discloses disciplinary historyNo

Regulatory AUM

$638.6M▲ 3%
Feb '25 — $617.7MMar '25 — $638.6MApr '25 — $638.6MMay '25 — $638.6MJun '25 — $638.6MJul '25 — $638.6MAug '25 — $638.6MSep '25 — $638.6MOct '25 — $638.6MNov '25 — $638.6MDec '25 — $638.6MJan '26 — $638.6MFeb '26 — $638.6MMar '26 — $638.6MApr '26 — $638.6MMay '26 — $638.6MJun '26 — $638.6M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$638.6Mregulatory AUM
Discretionary $638.6M