# ROOT FINANCIAL PARTNERS

ROOT FINANCIAL PARTNERS of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 290289
- Type: SEC-registered investment adviser
- SEC file number: 801-125945
- Location: 801 BARTON SPRINGS RD, AUSTIN, TX, 78704
- Phone: (760) 452-0720
- Latest filing: 2026-08-05
- Regulatory AUM: $2.1B
- Discretionary AUM: $2.1B
- Non-discretionary AUM: $6.7M
- Clients: 65
- Accounts: 4,110

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| James Matthew Conole | FOUNDER; FOUNDER / CHIEF EXECUTIVE OFFICER | — |
| Alexandra Rose Addington Stickelman | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| Ari Cooper Taublieb | CHIEF GROWTH OFFICER | — |
| Daniel Vance Degheri | CHIEF COMPLIANCE OFFICER | — |
| CONOLE JAMES MATTHEW | FOUNDER; FOUNDER & CCO | — |
| Degheri Daniel Vance | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290289/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290289/similar
- Related entities: https://search.stillhousedata.com/firm/290289/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290289

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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.