# Partnership Financial, LLC

> Partnership Financial, LLC is a state-registered investment advisory firm in Columbus, OH, registered since 1999, with no regulatory assets under management reported in its Form ADV filing dated May 1, 2026.

- CRD: 119681
- Filed as: PARTNERSHIP FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: May 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/119681
- AdvisorCensus page: https://advisorcensus.com/firm/partnership-financial-llc-columbus-oh-119681

## Quick answers

**How is Partnership Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Partnership Financial, LLC reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Partnership Financial, LLC located?**
Partnership Financial, LLC's principal office is in Columbus, OH, according to its Form ADV.

**Is Partnership Financial, LLC registered with the SEC or a state?**
Partnership Financial, LLC is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 119681.

**What types of clients does Partnership Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (97); high net worth individuals (12).

**Does Partnership Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/119681

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 97 | $0 |
| High net worth individuals | 12 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 1999 (26 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- partnershipfinancial.com
- LinkedIn @5898175

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Partnership Financial, LLC (CRD 119681): Form ADV filing data as of October 2026.