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| Worthington Financial Partners LLC
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|---|---|
| CRD # | 312951 |
| SEC # | 801-120511 |
| CIK # | 0002111427 |
| AUM | 153.7 M (2026-03-25) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 614-368-0769 |
| Address | 57 East Wilson Bridge Road Worthington, OH 43085 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002111427 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Micron Technology Inc | 17.9 | ||
| Microsoft Corp | 2.4 | ||
| Apple Inc | 1.9 | ||
| Monolithic Power Systems Inc | 1.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.8 | ||
| Amazon Com Inc | 1.6 | ||
| PIMCO Municipal Income Fund II | 1.5 | ||
| Broadcom Inc | 1.5 | ||
| Nvidia Corp | 1.4 | ||
| Costco Wholesale Corp /NEW | 1.4 | ||
| Palantir Technologies Inc | 1.3 | ||
| Tesla Motors Inc | 1.2 | ||
| Amphenol Corp /DE/ | 1.2 | ||
| Alphabet Inc | 1.2 | ||
| Cadence Design Systems Inc | 1.2 | ||
| Nuveen Amt-Free Municipal Credit Income Fund | 1.2 | ||
| Marathon Petroleum Corp | 1.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 295 | 71.4 |
| (b) Individuals (high net worth individuals) | 41 | 82.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 336 | 153.7 |
| By Discretionary | ||
| Discretionary | 328 | 153.3 |
| Non-Discretionary | 8 | 0.4 |
| Total | 336 | 153.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.7 | |
| Total | 336 | 153.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111427] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 25 |
| Serves | Retail |
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|---|---|---|
|
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Quantum Capital Investments Inc
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