Ministry Partners Securities, Llc
- Regulatory AUM
- $25.4M
- Discretionary
- $25.4M
- Clients
- 132
- Avg AUM / client
- $192K
- Accounts
- 133
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 80 | $6.7M | 26.3% |
| High net worth individuals | 43 | $8.3M | 32.6% |
| Charitable organizations | 8 | $10.4M | 41.0% |
| Corporations and other businesses | 1 | $27.2K | 0.11% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Wayne Turner | Registered representative | Jul 2013 (13y) | ||
| Bruce Homer Traub | Registered representative | CFP | Nov 2013 (13y) | |
| Andrew Christopher Papp | Registered representative | Aug 2014 (12y) | ||
| Darren Mendell Thompson | Registered representative | Aug 2023 (3y) | ||
| Virginia E. Havens | Registered representative | Jan 2025 (2y) | ||
| Brian Patrick Sweeney | Registered representative | Jul 2025 (1y) | ||
| Ryan Deane Zeeb | Registered representative | Apr 2026 (0y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/04/2026 | 1.25 MB | 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
- • Hourly charges
- • Fixed fees
- • Other fees
- • REFERRAL FEES
Services
- • Financial planning services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Assetmark Trust Company $10.5M (41% of AUM) Jun 2026
- Folio Investments, Inc. $3.1M (12% of AUM) Jun 2026
- Fidelity Brokerage Services $1.4M (5% of AUM) Jun 2026
- Harvest Investment Services, Llc $202K (1% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Aug 26, 2026.
View current Form ADV (SEC/IAPD) ↗