Firethorn Wealth Partners, Llc
- Regulatory AUM
- $672M
- Discretionary
- $487M
- Clients
- 731
- Avg AUM / client
- $919K
- Accounts
- 2,323
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 382 | $69.9M | 10.4% |
| High net worth individuals | 297 | $415M | 61.8% |
| Pension and profit sharing plans | 26 | $167M | 24.9% |
| Charitable organizations | 1 | $208K | 0.03% |
| Corporations and other businesses | 25 | $19.4M | 2.89% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Augusta Orthopedic & Sports Medicine Specialists, P.C. 401(k) Profit Sharing Plan Augusta Orthopedic & Sports Medicine Specialists, P.C. | 2024 | |
| Gerald Jones Automotive Group 401(k) Plan Gerald Jones Automotive Group | 2024 | |
| Augusta Ent, P.C. 401(k) Profit Sharing Plan Augusta Ent, P.C. | 2024 | |
| Neurological Institute Profit Sharing/401(k) Plan Neurological Institute Of Savannah & Center For Spine P.C. | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gerald Thomas Rogers | Partner | CFP | Jun 2018 (8y) | 25% – 50% |
| Kevin White Sweeney | Partner | Jun 2018 (8y) | 10% – 25% | |
| Raymond Scott Benjamin | Partner | CFP | Jun 2018 (8y) | 50% – 75% |
| Melinda Haire Mcree | Chief Compliance Officer / Director Of Operations | Aug 2018 (8y) | Less than 5% | |
| William Reza Abolghassem | Registered representative | May 2021 (5y) | ||
| Katherine Lee Brabenec | Registered representative | Aug 2024 (2y) | ||
| Kenneth Sheppard Simpson | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 15% 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 (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Augusta Orthopedic & Sports Medicine Specialists, P.C. 401(k) Profit Sharing Plan | Augusta Orthopedic & Sports Medicine Specialists, P.C. | 113 | $16.5M | 07/01/2024 |
| Gerald Jones Automotive Group 401(k) Plan | Gerald Jones Automotive Group | 342 | $10.7M | 01/01/2024 |
| Augusta Ent, P.C. 401(k) Profit Sharing Plan | Augusta Ent, P.C. | 189 | $34.1M | 01/01/2024 |
| Neurological Institute Profit Sharing/401(k) Plan | Neurological Institute Of Savannah & Center For Spine P.C. | 85 | $22.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 902 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
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $341M (51% of AUM) Apr 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: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗