AdvisorCensus / Financial advisors / Wyoming / Traction Financial Partners
Traction Financial Partners
Filed as TRACTION FINANCIAL PARTNERS · Legal name Traction Financial Partners, LLC
Traction Financial Partners is an SEC-registered investment advisory firm in Encampment, WY, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 22, 2026.
Quick answers
From the filingHow is Traction Financial Partners compensated?
On its Form ADV (Item 5.E, October 2026), Traction Financial Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Traction Financial Partners located?
Traction Financial Partners' principal office is in Encampment, WY, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Traction Financial Partners registered with the SEC or a state?
Traction Financial Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315215.
How much does Traction Financial Partners manage?
Traction Financial Partners reports $288,400,046 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (100% discretionary).
How have Traction Financial Partners' assets and staff changed since 2021?
In the Form ADV data for Traction Financial Partners: Regulatory assets under management: $124,636,861 in the October 2022 data and $288,400,046 in the October 2026 data, up 131%. Total employees: 4 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Traction Financial Partners serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (198); individuals (other than high net worth individuals) (128); pension and profit sharing plans (but not the plan participants or government pension plans) (7).
Which custodians does Traction Financial Partners use?
Traction Financial Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.
Does Traction Financial Partners 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/315215
Does Traction Financial Partners state an account minimum?
Its Form ADV Part 2A brochure dated July 22, 2026 says: "We impose a $300,000 minimum account value to initiate our Firm’s advisory and money management services, however, this may be waived as deemed appropriate by the Firm."
What changed in Traction Financial Partners' recent Form ADV filings?
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $300,000 (the brochure says it may be waived or negotiated)
The brochure's wording
We impose a $300,000 minimum account value to initiate our Firm’s advisory and money management services, however, this may be waived as deemed appropriate by the Firm.
As stated in the firm's Form ADV Part 2A brochure dated July 22, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$288,400,046 as of October 2026, filing dated July 22, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Traction Financial Partners, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 9. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the August 2026 filing
- States registered or notice-filed
-
10 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $288,400,046 | 9 | July 22, 2026 |
| October 2025 | $262,778,783 | 7 | March 11, 2025 |
| October 2024 | $238,489,119 | 11 | August 8, 2024 |
| October 2023 | $140,971,491 | 7 | January 26, 2023 |
| October 2022 | $124,636,861 | 7 | September 19, 2022 |
| October 2021 | Not reported | 4 | September 9, 2021 |
Regulatory assets under management: $124,636,861 in the October 2022 data and $288,400,046 in the October 2026 data, up 131%.
Total employees: 4 in October 2021 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Employees performing advisory functions went from 5 to 6.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Traction Financial Partners (CRD 315215): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/traction-financial-partners-encampment-wy-315215