{
  "crd_number": 288116,
  "slug": "advipartner-llc-kingsport-tn-288116",
  "primary_business_name": "ADVIPARTNER, LLC",
  "legal_name": "ADVIPARTNER, LLC",
  "dbas": [],
  "city": "Kingsport",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "28700",
  "metro": {
    "cbsa_code": "28700",
    "common_name": "Kingsport",
    "msa_name": "Kingsport-Bristol, TN-VA",
    "path": "/advisors/tn/kingsport"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2017-05-04",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-01-20",
  "carried_forward": false,
  "raum_total": 55801655.0,
  "raum_discretionary": 55801655.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 20219172.0,
      "count": 75
    },
    "high_net_worth_individuals": {
      "raum": 35582483.0,
      "count": 33
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "TN"
  ],
  "websites": [
    "https://advipartner.com",
    "https://linkedin.com/IN/PLANWITHMIKE"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288116",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "KINGSPORT",
  "url": "https://advisorcensus.com/firm/advipartner-llc-kingsport-tn-288116",
  "display_name": "Advipartner, LLC",
  "summary": "Advipartner, LLC is a state-registered investment advisory firm in Kingsport, TN, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.",
  "citation": "AdvisorCensus. Advipartner, LLC (CRD 288116): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Advipartner, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Advipartner, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Advipartner, LLC located?",
      "a": "Advipartner, LLC's principal office is in Kingsport, TN, according to its Form ADV."
    },
    {
      "q": "Is Advipartner, LLC registered with the SEC or a state?",
      "a": "Advipartner, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288116."
    },
    {
      "q": "How much does Advipartner, LLC manage?",
      "a": "Advipartner, LLC reports $55,801,655 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Advipartner, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (75); high net worth individuals (33)."
    },
    {
      "q": "Does Advipartner, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/288116"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/advipartner-llc-kingsport-tn-288116.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 75,
      "fewer_than_5": false,
      "raum": 20219172.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 33,
      "fewer_than_5": false,
      "raum": 35582483.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288116",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}