Fee-only adviser · Hudson, OH
Broadleaf Partners, LLC
Broadleaf Partners, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Hudson, Ohio. On its latest Form ADV, filed June 8, 2026, it reports $551M in regulatory assets under management, 227 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 137433 · SEC file 801-71143 |
| Office | 9 Aurora Street, Suite #5 Hudson, OH 44236 |
| Phone | (330) 650-0921 |
| Website | www.broadleafpartners.com |
| Regulatory assets under management | $551M ($550M discretionary) |
| Individual clients | 133 non-high-net-worth, 94 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Other |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 8, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Hudson
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Nearby
- Stow 1 firm
- Cuyahoga Falls 1 firm
- Northfield 1 firm
- Aurora 2 firms
- Solon 1 firm
- Richfield 1 firm
- Akron 8 firms
- Fairlawn 2 firms
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