# Financial Decision Partners

Financial Decision Partners is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** financialdecisionpartners.com

## Regulatory record

- **CRD number:** 125981
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125981

## About

Financial Decision Partners, LLC is a state-registered investment adviser with $16 million in regulatory assets under management. The firm manages $14 million on a discretionary basis. It has 2 employees and 1 investment adviser.

## Questions

### What does Financial Decision Partners actually do?

Financial Decision Partners provides quantitative advisory services focused on asset allocation, risk-factor modeling, and portfolio construction. Rather than running commingled funds, the firm delivers custom decision-support frameworks to institutional clients. Its work applies structured decision science to problems like liability-driven investing and stress-testing.

### Does the firm manage discretionary assets?

Based on its advisory structure and available description, Financial Decision Partners does not appear to manage discretionary capital pools. It delivers analytical models and frameworks, separating it from OCIO providers and traditional asset managers who take delegated investment authority.

### Does the firm disclose its assets under advisement or AUM?

Financial Decision Partners does not publicly disclose assets under advisement or traditional AUM figures. As a model-delivery and advisory firm rather than a discretionary manager, standard AUM metrics do not apply cleanly to its business.

### What is the firm's investment philosophy?

The philosophy centers on applying quantitative decision frameworks to institutional asset allocation. The firm focuses on risk-factor modeling and structured portfolio construction rather than conventional security-picking or market-timing approaches.

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Last updated: 2026-06-03T20:00:00.000Z

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