| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Richard Lamacchia Control | Managing Principal | Over 75% | 2021 |
| John Michael Kennedy Control | Chief Compliance Officer | Under 5% | 2024 |
Worthington Financial Partners LLC reports $128 million in regulatory assets under management on its Form ADV.
Worthington Financial Partners LLC reports 7 employees.
Worthington Financial Partners LLC is based in Worthington, OH and has been SEC-registered since 2021.
Worthington Financial Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 57 East Wilson Bridge Road, Suite 300, Worthington, OH 43085 |
| Phone | 614-368-0769 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2111427 |
| Discloses disciplinary history | No |
| Discretionary | $127.2M |
| Non-discretionary | $784K |
| Total (RAUM) | $128M |