# Broadleaf Partners, LLC

> 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.

- CRD: 137433
- Filed as: BROADLEAF PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hudson, OH
- Filing period: October 2026
- Form ADV filing dated: June 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/137433
- AdvisorCensus page: https://advisorcensus.com/firm/broadleaf-partners-llc-hudson-oh-137433

## Quick answers

**How is Broadleaf Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Broadleaf Partners, LLC reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Broadleaf Partners, LLC located?**
Broadleaf Partners, LLC's principal office is in Hudson, OH, according to its Form ADV.

**Is Broadleaf Partners, LLC registered with the SEC or a state?**
Broadleaf Partners, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 137433.

**How much does Broadleaf Partners, LLC manage?**
Broadleaf Partners, LLC reports $551,292,726 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (100% discretionary).

**How have Broadleaf Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Broadleaf Partners, LLC serve?**
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).

**Which custodians does Broadleaf Partners, LLC use?**
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.

**Does Broadleaf Partners, LLC report any disciplinary disclosures?**
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

**What changed in Broadleaf Partners, LLC's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in MI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $551,292,726
- Discretionary: $550,033,664
- Non-discretionary: $1,259,062

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 133 | $48,219,951 |
| High net worth individuals | 94 | $388,484,413 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,417,877 |
| Charitable organizations | 13 | $95,377,427 |
| Corporations or other businesses not listed above | 3 | $17,793,058 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MI, NY, OH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- broadleafpartners.com
- Facebook @BROADLEAFPARTNERS
- Instagram @broadleafpartners
- LinkedIn @broadleaf-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $313,859,620 | 5 | February 26, 2021 |
| October 2022 | $397,345,203 | 7 | March 21, 2022 |
| October 2023 | $309,723,661 | 7 | July 3, 2023 |
| October 2024 | $410,621,154 | 7 | March 19, 2024 |
| October 2025 | $494,739,045 | 7 | March 12, 2025 |
| October 2026 | $551,292,726 | 7 | June 8, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in MI.

### April 2026
- Regulatory assets under management went from $494,739,045 to $551,292,726 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Broadleaf Partners, LLC (CRD 137433): Form ADV filing data as of October 2026.