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NEW REPUBLIC PARTNERS

CHARLOTTE, NC · CRD 310907 · IAPD ↗ · newrepublicpartners.com · 704-626-1526

$3.03BRegulatory AUM
21Advisory reps
28Employees
0Clients
51-100Planning clients
13Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — NEW REPUBLIC PARTNERS reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
74
April 2025 — NEW REPUBLIC PARTNERS grew from 17 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
October 2024 — NEW REPUBLIC PARTNERS added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
June 2024 — NEW REPUBLIC PARTNERS added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2024 — NEW REPUBLIC PARTNERS reported RAUM up 41% ($1.63B -> $2.29B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
April 2024 — NEW REPUBLIC PARTNERS reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2024 — NEW REPUBLIC PARTNERS grew from 12 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
March 2024 — NEW REPUBLIC PARTNERS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2024 — NEW REPUBLIC PARTNERS notice-filed in 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.