Sortino Advisory Partners, LLC

Sortino Advisory Partners, LLC is a veteran-owned registered investment adviser firm based in Louisville, Kentucky, The firm currently manages over $170 million in regulatory assets under management in its Family Wealth practice and provides fiduciary consulting services on another $110 million in corporate retirement plan assets through the Fiduciary Consulting practice. We prepare clients for critical events in life and the capital markets using a financial planning-based, goal-driven investment management process designed to align portfolios with the goals and values that shape each client's life. Sortino Advisory Partners, LLC (“SAP” or the “Firm”) is an SEC registered investment adviser that maintains a principal place of business in the Commonwealth of Kentucky. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about SAP’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

Financial Services
Louisville, Kentucky
Founded in 2014
1-10 employees

Sortino Advisory Partners, LLC is a veteran-owned registered investment adviser firm based in Louisville, Kentucky, The firm currently manages over $170 million in regulatory assets under management in its Family Wealth practice and provides fiduciary consulting services on another $110 million in corporate retirement plan assets through the Fiduciary Consulting practice. We prepare clients for critical events in life and the capital markets using a financial planning-based, goal-driven investment management process designed to align portfolios with the goals and values that shape each client's life. Sortino Advisory Partners, LLC (“SAP” or the “Firm”) is an SEC registered investment adviser that maintains a principal place of business in the Commonwealth of Kentucky. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about SAP’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

Company Information

Industry
Financial Services
Company Type
Privately Held
Founded
2014
Employee Range
1-10
Revenue Range
Not available

Location

Address
401 S 4th St, Suite 910 Kentucky Louisville
City
Louisville
Region
Kentucky
Postal Code
40202
Country
United States

Web Presence

Ready to automate your outreach?

Get unlimited access to our company database — complete with detailed profiles, funding info, and tech stacks — and start sending personalized emails with AI-powered follow-ups.

Frequently Asked Questions