Isthmus Partners, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 381
- Avg AUM / client
- $3.8M
- Accounts
- 1,894
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Jan 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 149 | $138M | 9.59% |
| High net worth individuals | 208 | $1.1B | 79.4% |
| Pension and profit sharing plans | 14 | $35.7M | 2.48% |
| Charitable organizations | 5 | $96.4M | 6.7% |
| Corporations and other businesses | 5 | $26.1M | 1.82% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Strand Associates, Inc. Employees Profit Sharing Trust Strand Associates, Inc. | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gery Joseph Sadzewicz | Chief Compliance Officer | Apr 2014 (12y) | Less than 5% | |
| Baier, Jeremy, R | Member | May 2014 (12y) | Less than 5% | |
| David A Hackworthy | Chief Investment Officer | May 2014 (12y) | 25% – 50% | |
| Frank Joseph Gambino | Chief Equity Strategist | CFA | May 2014 (12y) | 25% – 50% |
| Joel Carter Mcneil | Director Of Advisory Services | CFP | May 2014 (12y) | 10% – 25% |
| Victor Enrique Rodriguez | Member | May 2014 (12y) | 5% – 10% | |
| Cobb, Ryan, Matthew | Coo | Jan 2024 (3y) | Less than 5% | |
| Noel David Goeddel | Registered representative | CFA | May 2016 (10y) | |
| Brandon A Cloete | Registered representative | CFP | Aug 2022 (4y) | |
| Rebecca A Wiegand | Registered representative | Jan 2026 (1y) | ||
| Eric Alvin Knudson | Registered representative | CFP | Feb 2026 (0y) | |
| Margaret Elizabeth Mcneil | Registered representative | CFP | Apr 2026 (0y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
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 (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Strand Associates, Inc. Employees Profit Sharing Trust | Strand Associates, Inc. | 480 | $190M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/23/2026 | 989 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
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (91% of AUM) Jan 2026
- State Street $24.0M (2% of AUM) Jan 2026
- Bmo Harris $17.3M (1% of AUM) Jan 2026
- Godfrey & Kahn, S.C. $11.7M (1% of AUM) Jan 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: Jan 23, 2026.
View current Form ADV (SEC/IAPD) ↗