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SECOND HALF FINANCIAL PARTNERS, LLC

SEBRING, FL · CRD 163454 · IAPD ↗ · statlerfinancial.com · 863-385-1101

$128.0MRegulatory AUM
3Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
10States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
May 2026 — SECOND HALF FINANCIAL PARTNERS, LLC notice-filed in LA, NH, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2026 — SECOND HALF FINANCIAL PARTNERS, LLC reported RAUM down 65% ($364.1M -> $128.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
March 2026 — SECOND HALF FINANCIAL PARTNERS, LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2025 — SECOND HALF FINANCIAL PARTNERS, LLC reported RAUM up 28% ($284.0M -> $364.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
July 2024 — SECOND HALF FINANCIAL PARTNERS, LLC notice-filed in GA, NC, OH, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.