Worthington Financial Partners LLC
● SEC registered since 2021CRD 312951SEC# 801-120511Worthington, OH
Reg. AUM
$153.7M
Employees
6
Accounts
336
Location
Worthington, OH
Worthington Financial Partners LLC assets under management
Worthington Financial Partners LLC is a registered investment adviser overseen by the SEC based in Worthington, OH. The firm has been registered since 2021. It reports $153.7 million in regulatory assets under management and employs 6 people.
Worthington Financial Partners LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Richard Lamacchia Control | Managing Principal | Over 75% | 2021 |
| John Michael Kennedy Control | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Worthington Financial Partners LLC manage?
Worthington Financial Partners LLC reports $153.7 million in regulatory assets under management on its Form ADV.
How many employees does Worthington Financial Partners LLC have?
Worthington Financial Partners LLC reports 6 employees.
Where is Worthington Financial Partners LLC located?
Worthington Financial Partners LLC is based in Worthington, OH and has been SEC-registered since 2021.
Does Worthington Financial Partners LLC disclose fund performance?
Worthington 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 | 57 East Wilson Bridge Road, Suite 300, Worthington, OH 43085 |
| Phone | 614-368-0769 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2111427 |
| Discloses disciplinary history | No |
Regulatory AUM
$153.7M▲ 20%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$153.7Mregulatory AUM
Discretionary $153.3MNon-discretionary $372K