Second Half Financial Partners, LLC
● SEC registered since 2018CRD 163454SEC# 801-113533Sebring, FL
Reg. AUM
$128M
Employees
5
Accounts
717
Location
Sebring, FL
Second Half Financial Partners, LLC assets under management
Second Half Financial Partners, LLC operates as an SEC-registered investment adviser based in Sebring, FL. The firm has been registered since 2018. It reports $128 million in regulatory assets under management and employs 5 people.
Second Half Financial Partners, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George David Leidel Control | Founder | Under 5% | 2021 |
| John 3:30 LLC | Owner | 50-75% | 2021 |
| John William Swaine Control | Founder | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Second Half Financial Partners, LLC manage?
Second Half Financial Partners, LLC reports $128 million in regulatory assets under management on its Form ADV.
How many employees does Second Half Financial Partners, LLC have?
Second Half Financial Partners, LLC reports 5 employees.
Where is Second Half Financial Partners, LLC located?
Second Half Financial Partners, LLC is based in Sebring, FL and has been SEC-registered since 2018.
Does Second Half Financial Partners, LLC disclose fund performance?
Second Half 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 | 145 West Center Avenue, Sebring, FL 33870 |
| Phone | 863-385-1101 |
| Fax | 863-385-1646 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$128M▼ 65%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$128Mregulatory AUM
Discretionary $128M