ORG PARTNERS LLC
Legal name: ORG PARTNERS
CRD #312728 SEC #801-120444 DALLAS, TX 260-469-9173
SEC Registered
Total AUM
$772.6M
Discretionary
$712.7M
Employees
24
Clients
25
Accounts
1,747
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 28, 2025
- Branch Offices
- 13
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| Johnson, Dustin, David | I | CHIEF OPERATING OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Kidwell, Justine | I | CHIEF COMPLIANCE OFFICE | NA | Control |
| Kidwell, Justine | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| Reynolds, Matthew, Mark | I | CHIEF COMPLIANCE OFFICER | NA | |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ASCENTIS OPERATIONS, LLC | DE | OWNER | E | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | D | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | C | Control |
| MIMMJ HOLDING | DE | MEMBER | C | |
| MIMMJ HOLDING | DE | MEMBER | C | |
| MIMMJ HOLDING | DE | MEMBER | C | |
| MIMMJ HOLDING | DE | MEMBER | C | |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | C | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | C | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | MEMBER | C | Control |
| CRDJ LLC | DE | MEMBER | B | |
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| CRDJ LLC | DE | MEMBER | B | |
| CRDJ LLC | DE | MEMBER | B | |
| CRDJ LLC | DE | MEMBER | B | |
| CRDJ LLC | DE | MEMBER | B | |
| CRDJ LLC | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| AKARI HOLDINGS, LLC | DE | ENTITY | A | |
| AKARI HOLDINGS, LLC | DE | ENTITY | A | |
| AKARI HOLDINGS, LLC | DE | ENTITY | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | D | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | C | Control |
Registrations
Federal
IA
Aug 28, 2025 REGISTERED
Notice Filings (30)
AR AZ CA CO DC FL GA IA IL IN KS LA MO MS MT NC NE NH NV NY OH PA SC TN TX VA VI VT WA WI
Address
5001 SPRING VALLEY RDSUITE 810W
DALLAS, TX 75244
United States
Phone: 260-469-9173