Root Financial Partners, LLC
● SEC registered since 2022CRD 290289SEC# 801-125945Austin, TX
Reg. AUM
$2.15B
Employees
65
Accounts
4,110
Location
Austin, TX
Root Financial Partners, LLC assets under management
Root Financial Partners, LLC is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2022. It reports $2.1 billion in regulatory assets under management and employs 65 people.
Root Financial Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexandra Rose Addington Stickelman | Chief Operating Officer / Chief Compliance Officer | Under 5% | 2025 |
| Ari Cooper Taublieb Control | Chief Growth Officer | Under 5% | 2025 |
| James Matthew Conole Control | Founder / Chief Executive Officer | Over 75% | 2017 |
Frequently asked questions
How much does Root Financial Partners, LLC manage?
Root Financial Partners, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Root Financial Partners, LLC have?
Root Financial Partners, LLC reports 65 employees.
Where is Root Financial Partners, LLC located?
Root Financial Partners, LLC is based in Austin, TX and has been SEC-registered since 2022.
Does Root Financial Partners, LLC disclose fund performance?
Root Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 801 Barton Springs Rd, Austin, TX 78704 |
| Phone | (760) 452-0720 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1977181 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.15B▲ 438%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$2.15Bregulatory AUM
Discretionary $2.14BNon-discretionary $6.7M