SourcingSourcing

FINANCIAL PARTNERS GROUP, INC.

C36
CRD 288644·SEC 801-111662·OVERLAND PARK, KS
AUM
$1.15B
$1B+
Est. Revenue
$11.5M
@ 1% on AUM
Est. EBITDA
$3.4M
@ 30% margin
Est. Deal Value
$27.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FINANCIAL PARTNERS GROUP, INC.
CRD
288644
SEC file #
801-111662
EIN
710976221
DBA names
—

Economics

AUM
$1.15B
AUM band
$1B+
AUM trajectory
'20'26
$297.0M → $1.15B▲ +286%
Client mix
Individuals Other840
Individuals High Net Worth373
Charitable Organizations3
Corporations2

Operations

Employees (total)
9
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
6 advisors → 9 advisors▲ +50%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
twitter.com/claibornejames(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CLAIBORNE, JAMES, CURTIS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
CLAIBORNE, JAMES, CURTIS
MCDERMOTT, TIMOTHY, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
64,088
Form 5500 Compensation Trajectory 3y
202564,088
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
64,088
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001731169
Edgar Registered
Yes
Edgar Filing Count
38
Edgar First Filing Date
2018-02-14
Edgar Last Filing Date
2026-04-13
Edgar 13f Count
36
Edgar 13f Latest AUM Estimate
Filing Date2026-04-13
Accession0002085853-26-000362

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
10925 ANTIOCH STE 100OVERLAND PARK, KS 66210
Business
10925 ANTIOCH STE 100OVERLAND PARK, KS 66210
Edgar EIN
710976221
Edgar Recent Filings
13F-HR2026-04-13 · 0002085853-26-000362
13F-HR2026-02-03 · 0002085853-26-000184
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2074636
Trust Company Affiliate
No

People (9)

9
CLAIBORNE, JAMES, CURTIS
IAR · Direct Owner · 62.5%
2074636
MCDERMOTT, TIMOTHY, JOHN
IAR · Direct Owner · 62.5%
3140950
BRITTON, JOSHUA, JOHN
IAR · Executive Officer · 2.5%
4731865
MCDERMOTT, DEREK, JOSEPH
IAR · Executive Officer · 2.5%
5133679
MICHAEL CONNOR STROUSE
IAR
7510886
SAMUEL RICHARD MELLINGER
IAR
4026218
MARK STANFORD SAPER
IAR
2133491
CHRISTIAN DANIEL DUNKER
IAR
6528525
MATTHEW CRAIG QUEEN
IAR
4136265