{
  "crd_number": 137433,
  "slug": "broadleaf-partners-llc-hudson-oh-137433",
  "primary_business_name": "BROADLEAF PARTNERS, LLC",
  "legal_name": "BROADLEAF PARTNERS, LLC",
  "dbas": [],
  "city": "Hudson",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "10420",
  "metro": {
    "cbsa_code": "10420",
    "common_name": "Akron",
    "msa_name": "Akron, OH",
    "path": "/advisors/oh/akron"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-02-25",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-06-08",
  "carried_forward": false,
  "raum_total": 551292726.0,
  "raum_discretionary": 550033664.0,
  "raum_non_discretionary": 1259062.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 7,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 95377427.0,
      "count": 13
    },
    "individuals": {
      "raum": 48219951.0,
      "count": 133
    },
    "pension_profit_sharing": {
      "raum": 1417877.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 388484413.0,
      "count": 94
    },
    "corporations_other_businesses": {
      "raum": 17793058.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MI",
    "NY",
    "OH",
    "PA",
    "TX"
  ],
  "websites": [
    "https://broadleafpartners.com",
    "https://facebook.com/BROADLEAFPARTNERS",
    "https://instagram.com/broadleafpartners",
    "https://linkedin.com/company/broadleaf-partners-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/137433",
  "city_as_filed": "HUDSON",
  "url": "https://advisorcensus.com/firm/broadleaf-partners-llc-hudson-oh-137433",
  "display_name": "Broadleaf Partners, LLC",
  "summary": "Broadleaf Partners, LLC is an SEC-registered investment advisory firm in Hudson, OH, registered since 2010, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 8, 2026.",
  "citation": "AdvisorCensus. Broadleaf Partners, LLC (CRD 137433): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Broadleaf Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Broadleaf Partners, LLC reports these compensation arrangements: a percentage of assets under its management; other."
    },
    {
      "q": "Where is Broadleaf Partners, LLC located?",
      "a": "Broadleaf Partners, LLC's principal office is in Hudson, OH, according to its Form ADV."
    },
    {
      "q": "Is Broadleaf Partners, LLC registered with the SEC or a state?",
      "a": "Broadleaf Partners, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 137433."
    },
    {
      "q": "How much does Broadleaf Partners, LLC manage?",
      "a": "Broadleaf Partners, LLC reports $551,292,726 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (100% discretionary)."
    },
    {
      "q": "How have Broadleaf Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Broadleaf Partners, LLC: Regulatory assets under management: $313,859,620 in the October 2021 data and $551,292,726 in the October 2026 data, up 76%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Broadleaf Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (133); high net worth individuals (94); charitable organizations (13)."
    },
    {
      "q": "Which custodians does Broadleaf Partners, LLC use?",
      "a": "Broadleaf Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Broadleaf Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/137433"
    },
    {
      "q": "What changed in Broadleaf Partners, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in MI."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 313859620.0,
      "total_employees": 5,
      "filing_date": "2021-02-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 397345203.0,
      "total_employees": 7,
      "filing_date": "2022-03-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 309723661.0,
      "total_employees": 7,
      "filing_date": "2023-07-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 410621154.0,
      "total_employees": 7,
      "filing_date": "2024-03-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 494739045.0,
      "total_employees": 7,
      "filing_date": "2025-03-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 551292726.0,
      "total_employees": 7,
      "filing_date": "2026-06-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in MI."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $494,739,045 to $551,292,726 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/broadleaf-partners-llc-hudson-oh-137433.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 133,
      "fewer_than_5": false,
      "raum": 48219951.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 94,
      "fewer_than_5": false,
      "raum": 388484413.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1417877.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 13,
      "fewer_than_5": false,
      "raum": 95377427.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 17793058.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/137433",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}