Northlanding Financial Partners, Llc
- Regulatory AUM
- $152M
- Discretionary
- $152M
- Clients
- 172
- Avg AUM / client
- $885K
- Accounts
- 172
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Investments (13F portfolio — 41 positions, $124,025,611)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | CORE S&P500 ETF | $32,609,429 | 49,922 | 26.3% | 21.4% |
| 2 | Ishares Tr | CORE MSCI EAFE | $23,397,374 | 258,449 | 18.9% | 15.4% |
| 3 | Vanguard Malvern Fds | CORE BD ETF | $21,292,217 | 275,164 | 17.2% | 14.0% |
| 4 | Vanguard Index Fds | VALUE ETF | $11,434,276 | 58,279 | 9.22% | 7.51% |
| 5 | Ishares Inc | CORE MSCI EMKT | $4,620,710 | 66,247 | 3.73% | 3.04% |
| 6 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $3,589,264 | 56,012 | 2.89% | 2.36% |
| 7 | Vanguard Index Fds | SM CP VAL ETF | $3,047,792 | 14,029 | 2.46% | 2.0% |
| 8 | Ishares Tr | CORE S&P MCP ETF | $2,769,158 | 41,006 | 2.23% | 1.82% |
| 9 | Ishares Tr | S&P 500 VAL ETF | $1,915,766 | 9,073 | 1.54% | 1.26% |
| 10 | Vanguard Index Fds | GROWTH ETF | $1,730,362 | 3,962 | 1.4% | 1.14% |
| 11 | Vanguard Star Fds | VG TL INTL STK F | $1,449,468 | 18,797 | 1.17% | 0.95% |
| 12 | Ishares Tr | CORE US AGGBD ET | $1,448,090 | 14,587 | 1.17% | 0.95% |
| 13 | Berkshire Hathaway Inc Del | CL A | $1,436,280 | 2 | 1.16% | 0.94% |
| 14 | Fidelity Covington Trust | MSCI INFO TECH I | $1,350,449 | 6,491 | 1.09% | 0.89% |
| 15 | Ishares Inc | EM MKT SM-CP ETF | $1,001,575 | 14,478 | 0.81% | 0.66% |
| 16 | Ishares Tr | S&P 500 GRWT ETF | $989,936 | 8,752 | 0.8% | 0.65% |
| 17 | Vanguard World Fd | INF TECH ETF | $935,361 | 1,341 | 0.75% | 0.61% |
| 18 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $712,026 | 13,173 | 0.57% | 0.47% |
| 19 | Vanguard Index Fds | REAL ESTATE ETF | $620,437 | 6,995 | 0.5% | 0.41% |
| 20 | Berkshire Hathaway Inc Del | CL B NEW | $567,114 | 1,183 | 0.46% | 0.37% |
| 21 | Apple Inc | COM | $528,149 | 2,081 | 0.43% | 0.35% |
| 22 | Vanguard Index Fds | MID CAP ETF | $499,594 | 1,740 | 0.4% | 0.33% |
| 23 | Vanguard Intl Equity Index F | ALLWRLD EX US | $489,627 | 6,520 | 0.39% | 0.32% |
| 24 | Ishares Tr | SP SMCP600VL ETF | $469,255 | 3,962 | 0.38% | 0.31% |
| 25 | Ishares Tr | TIPS BD ETF | $452,563 | 4,101 | 0.36% | 0.3% |
Top 25 of 41 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 129 | $42.9M | 28.2% |
| High net worth individuals | 43 | $109M | 71.8% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryce P Carey | Chief Compliance Officer | CFP | Jan 2021 (6y) | ≈ 18.75% – 50% via Bpcb Wealth Planning, Inc. |
| Eric Marc Garsin | President | CFP Chartered Financial Consultant | Jan 2021 (6y) | ≈ 18.75% – 50% via Garsin Wealth Management, Inc. |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bpcb Wealth Planning, Inc. | Member | Jan 2021 | A | 25% – 50% |
| Garsin Wealth Management, Inc. | Member | Jan 2021 | A | 25% – 50% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bryce P Carey: 75% – 100% of Bpcb Wealth Planning, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Eric Marc Garsin: 75% – 100% of Garsin Wealth Management, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
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) | 03/18/2026 | 919 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $150M (99% of AUM) Mar 2026
- The Lincoln National Life Insurance Company $2.1M (1% of AUM) Mar 2026
- Osaic Fs, Inc. $1.8M (1% of AUM) Dec 2025
- Lincoln Financial Securities Corporation $1.6M (1% of AUM) Feb 2024
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: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗