# SECOND HALF FINANCIAL PARTNERS, LLC

SECOND HALF FINANCIAL PARTNERS, LLC of SEBRING, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 163454
- Type: SEC-registered investment adviser
- SEC file number: 801-113533
- Location: 145 WEST CENTER AVENUE, SEBRING, FL, 33870
- Phone: 863-385-1101
- Latest filing: 2026-04-22
- Regulatory AUM: $128.0M
- Discretionary AUM: $128.0M
- Clients: 5
- Accounts: 717

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Leila Mehrizi Shaver | CHIEF COMPLIANCE OFFICER | — |
| Michael Donald Fitch | OWNER | — |
| John William Swaine | FOUNDER; OWNER | — |
| George David Leidel | FOUNDER; OWNER | — |
| COSGROVE KRISTA LEE | CHIEF COMPLIANCE OFFICER | — |
| SWAINE JOHN WILLIAM | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; OWNER | — |
| LEIDEL GEORGE DAVID | MANAGING MEMBER; OWNER | — |
| SHAVER LEILA MEHRIZI | CHIEF COMPLIANCE OFFICER | — |
| FITCH MICHAEL DONALD | CHIEF COMPLIANCE OFFICER; OWNER | — |
| VEENSTRA JILL ANNE | CHIEF COMPLIANCE OFFICER | — |
| PAGANO MALLORY ZD | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2017-09-25 | regulatory | FORM ADV DISCLOSURE: FAILED TO DISCLOSE IF FEES ARE NEGOTIABLE. FAILED TO DISCLOSE THAT FEES ARE PRORATED FOR ANY CLIENT ACCOUNT NOT MANAGED FOR A FULL QUARTER. CHARGED CLIENTS AN ADVISORY FEE GREATER THAN THAT SHOWN IN THE CONTRACT FOR SECOND QUARTER 2017. FAILED TO PREPARE AND MAINTAIN TRUE, ACCUR… | Final | $3K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/163454/brochure
- Similar advisers: https://search.stillhousedata.com/firm/163454/similar
- Related entities: https://search.stillhousedata.com/firm/163454/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/163454

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.