# Rothschild Financial Partners, LLC

> Rothschild Financial Partners, LLC is an SEC-registered investment advisory firm in Oak Brook, IL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 342696
- Filed as: ROTHSCHILD FINANCIAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oak Brook, IL
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342696
- AdvisorCensus page: https://advisorcensus.com/firm/rothschild-financial-partners-llc-oak-brook-il-342696

## Quick answers

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

**Where is Rothschild Financial Partners, LLC located?**
Rothschild Financial Partners, LLC's principal office is in Oak Brook, IL, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Rothschild Financial Partners, LLC registered with the SEC or a state?**
Rothschild Financial Partners, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 342696.

**How much does Rothschild Financial Partners, LLC manage?**
Rothschild Financial Partners, LLC reports $0 in regulatory assets under management in its Form ADV filing dated October 1, 2026.

**Does Rothschild Financial 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/342696

**What changed in Rothschild Financial Partners, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in AZ.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Barrington, IL

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in AZ.

### September 2026
- Added an office in Barrington, IL.
- Registered or notice-filed in CO.

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rothschild Financial Partners, LLC (CRD 342696): Form ADV filing data as of October 2026.