Broadleaf Partners, Llc
- Regulatory AUM
- $551M
- Discretionary
- $550M
- Clients
- 244
- Avg AUM / client
- $2.3M
- Accounts
- 582
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jun 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 133 | $48.2M | 8.75% |
| High net worth individuals | 94 | $388M | 70.5% |
| Pension and profit sharing plans | 1 | $1.4M | 0.26% |
| Charitable organizations | 13 | $95.4M | 17.3% |
| Corporations and other businesses | 3 | $17.8M | 3.23% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Akron Community Foundation EIN 341087615 | Akron, OH | 03/31/2025 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Babcox Media, Inc. Profit Sharing 401 K Plan Babcox Media, Inc. | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Scott Mackay | Ceo & Cio | CFA | Sep 2005 (21y) | 50% – 75% |
| William Frank Hoover | President & Coo | Feb 2009 (18y) | 50% – 75% | |
| Mac Kay, Peter, Edward | Cco | Jul 2023 (3y) | Less than 5% | |
| Jared Paul Hoffman | Registered representative | Sep 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Babcox Media, Inc. Profit Sharing 401 K Plan | Babcox Media, Inc. | 85 | $31.5M | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Akron Community Foundation | Public charity | $305M | 03/31/2025 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 915 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • ASSETS UNDER SUPERVISION
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $434M (79% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗