# HT Partners LLC

> HT Partners LLC is an SEC-registered investment advisory firm in Centerbrook, CT, registered since 2008, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 147400
- Filed as: HT PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Centerbrook, CT
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147400
- AdvisorCensus page: https://advisorcensus.com/firm/ht-partners-llc-centerbrook-ct-147400

## Quick answers

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

**What does HT Partners LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 3, 2026 states: Asset-based fee: 0.42% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is HT Partners LLC located?**
HT Partners LLC's principal office is in Centerbrook, CT, according to its Form ADV.

**Is HT Partners LLC registered with the SEC or a state?**
HT Partners LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147400.

**How much does HT Partners LLC manage?**
HT Partners LLC reports $556,325,471 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (99% discretionary).

**How have HT Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for HT Partners LLC: Regulatory assets under management: $438,831,270 in the October 2021 data and $556,325,471 in the October 2026 data, up 27%. Total employees: 6 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 HT Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67); high net worth individuals (48); corporations or other businesses not listed above (6).

**Which custodians does HT Partners LLC use?**
HT 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 HT Partners LLC report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). 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 SEC record: https://adviserinfo.sec.gov/firm/summary/147400

**What changed in HT Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $503,406,584 to $556,325,471 (+11%). Registered or notice-filed in TN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Asset-based fee: 0.42% to 1.25% a year (a range, as the brochure states it)

> The annual fee for our consolidated wealth management, financial planning, and portfolio management services will be based on the amount of assets under management and the scope of services agreed upon. It will typically range from 0.42% to 1.25%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $556,325,471
- Discretionary: $552,248,077
- Non-discretionary: $4,077,394

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $67,619,500 |
| High net worth individuals | 48 | $473,880,196 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $11,440,754 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $3,385,021 |
| Other | 0 | $0 |

### 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
- Other

### Firm details
- Registered since: 2008 (18 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, DE, FL, MA, NH, NY, TN, TX
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147400

### Websites listed on Form ADV (Item 1.I)
- htpartnersfamilywealth.com
- Facebook facebook.com
- Instagram @htpartnersllc
- LinkedIn @htptrs

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $438,831,270 | 6 | September 28, 2021 |
| October 2022 | $475,599,032 | 7 | July 12, 2022 |
| October 2023 | $446,071,080 | 7 | March 14, 2023 |
| October 2024 | $485,521,673 | 7 | April 30, 2024 |
| October 2025 | $503,406,584 | 7 | March 25, 2025 |
| October 2026 | $556,325,471 | 7 | March 3, 2026 |

Regulatory assets under management: $438,831,270 in the October 2021 data and $556,325,471 in the October 2026 data, up 27%.
Total employees: 6 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $503,406,584 to $556,325,471 (+11%).
- Registered or notice-filed in TN.

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. HT Partners LLC (CRD 147400): Form ADV filing data as of October 2026.