Traction Financial Partners, LLC
● SEC registered since 2021CRD 315215SEC# 801-121892Encampment, WY
Reg. AUM
$288.4M
Employees
9
Accounts
818
Location
Encampment, WY
Traction Financial Partners, LLC assets under management
Traction Financial Partners, LLC is a registered investment adviser overseen by the SEC based in Encampment, WY. The firm has been registered since 2021. It reports $288.4 million in regulatory assets under management and employs 9 people.
Traction Financial Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Evan Michael Barnes Control | Managing Member | 50-75% | 2021 |
| Katelyn Rae Kappius Control | Cco/ Coo | Under 5% | 2026 |
| Robert William Heykoop Control | Managing Member | 50-75% | 2021 |
Frequently asked questions
How much does Traction Financial Partners, LLC manage?
Traction Financial Partners, LLC reports $288.4 million in regulatory assets under management on its Form ADV.
How many employees does Traction Financial Partners, LLC have?
Traction Financial Partners, LLC reports 9 employees.
Where is Traction Financial Partners, LLC located?
Traction Financial Partners, LLC is based in Encampment, WY and has been SEC-registered since 2021.
Does Traction Financial Partners, LLC disclose fund performance?
Traction 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 | 168 County Road 648, Encampment, WY 82325-1028 |
| Phone | 307-672-9738 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$288.4M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$288.4Mregulatory AUM
Discretionary $288.4M