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Root Financial Partners, LLC
Root Financial Partners, LLC is an SEC-registered investment adviser headquartered in Encinitas, California. Founded in September 2017, the firm is led by principal owner James Conole and minority owner Ari Taubleib. With approximately 40 employees, Root provides customized investment management and financial planning services primarily for individual clients, including high net worth individuals, as well as a small number of pension/profit sharing plans. The firm focuses on fiduciary, fee-only retirement planning and serves clients both locally and nationwide.
Investment Strategy
Root Financial Partners, LLC specializes in individually tailored investment strategies, focusing on understanding each client’s unique financial goals, risk tolerance, and time horizon. The firm uses a consultative process to create personalized portfolios, which may include a written investment policy statement or asset allocation plan. Root employs discretionary management, constructing and monitoring client portfolios in line with their objectives, whether those are capital appreciation, income generation, or growth. Root can also recommend and oversee third-party sub-advisers as needed, and places an emphasis on fiduciary standards, continuous due diligence, and transparency regarding all advisory and sub-advisory fees.
Latest 13F Filing Activity
Root Financial Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 251 equity positions with a total 13F market value of $1B. The fund increased holdings in Dimensional U.s. Equity Market Etf, Dimensional U.s. Small Cap Etf, Dimensional Us Large Cap Value Etf among other positions. Root Financial Partners, LLC reduced exposure to Dimensional Us Marketwide Value Etf, Dimensional U.s. Core Equity 2 Etf, Dimensional Us Small Cap Value Etf among others.
Top Holdings
Equity Positions (251)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 20.05% | $207.5M | 3,095,429 | $57.57 | $67.02 | +$32.3M |
D DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 9.37% | $96.9M | 2,804,100 | $29.14 | $34.57 | -$6.2M |
D DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 5.53% | $57.2M | 1,192,294 | $47.25 | $48.01 | +$5.6M |
D DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 5.52% | $57.1M | 1,352,097 | $42.05 | $42.26 | +$5.3M |
D DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 5.51% | $57.1M | 1,971,067 | $25.03 | $28.95 | +$3.2M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Head of Investments | Austin, TX , United States |
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