Firethorn Wealth Partners, LLC
Firethorn Wealth Partners, LLC is an Augusta, Georgia-based registered investment adviser founded in 2011 (per regulatory filings associated with CIK records spanning 2011-2024). The firm has 8 employees, most of whom are investment professionals, and provides personalized wealth management and financial planning services to individuals (both high net worth and others), as well as some corporate and nonprofit clients. Recognized among USA Today's top 500 RIAs, Firethorn specializes in holistic, client-driven advisory and aims to coordinate solutions across wealth, tax, legal, and risk with other trusted advisers for its clients.
Investment Strategy
Firethorn Wealth Partners delivers comprehensive wealth management services through its proprietary Pyracantha Process, emphasizing transparency, simplicity, and customization. The firm does not use a one-size-fits-all approach; instead, it crafts individualized financial plans tailored to the client's unique objectives, family legacy goals, and financial complexity. Firethorn coordinates with attorneys, accountants, and third-party partners to address investment, tax, estate, and risk management needs, focusing on long-term value and trusted client relationships. Their process aims to simplify wealth planning, maintain open communication about fees, and provide dynamic strategies as clients' circumstances evolve.
Top Holdings
Equity Positions (182)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JAAA | JANUS DETROIT STR TR | 6.43% | $16.32B | 321,414 | $50.78 | $50.78 | +$16.32B |
D DFAC | DIMENSIONAL ETF TRUST | 6.16% | $15.63B | 405,307 | $38.57 | $38.57 | +$15.63B |
D DFAU | DIMENSIONAL ETF TRUST | 4.34% | $11.03B | 241,018 | $45.76 | $45.76 | +$11.03B |
D DYNF | BLACKROCK ETF TRUST | 3.33% | $8.45B | 142,722 | $59.20 | $59.20 | +$8.45B |
Q QUAL | ISHARES TR | 3.09% | $7.84B | 40,290 | $194.50 | $194.50 | +$7.84B |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
I IVR | INVESCO MORTGAGE CAPITAL INC | New | Call | $8.2M | 103 | $7.56 | $7.56 | +103 | +$8.2M |