Earnest Partners, LLC
Registered investment adviser · Atlanta, GA · CRD #107926
Form ADV data as of 2026-09-01Regulatory assets
$42.61 billion
Total accounts
7,515
Employees
47
Disclosure events
0
Firm details
- Website: https://www.linkedin.com/company/earnest-partners/
- Telephone: 404-815-8772
- SEC file number: 801-56189
- Most recent Form ADV filing: 2026-07-13
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $42.55 billion |
| Non-discretionary regulatory assets under management | $57.8 million |
| Total regulatory assets under management | $42.61 billion |
| Discretionary accounts | 7,508 |
| Non-discretionary accounts | 7 |
| Total accounts | 7,515 |
| Regulatory assets under management attributable to non-U.S. persons | $2.25 billion |
People
| Total employees (excluding clerical) | 47 |
| Employees performing investment advisory functions (including research) | 16 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 1 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $1.92 billion |
| Clients for whom the firm has custody | 6 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 3 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities for which it serves as underwriter or general partner
- Recommends securities in which it has another sales interest
- Receives soft dollar benefits
Client types
| Type of client | Clients | Assets |
|---|---|---|
| High net worth individuals | 10 | $143.7 million |
| Investment companies | 14 | $4.22 billion |
| Pooled investment vehicles (other than investment companies and BDCs) | 20 | $11.69 billion |
| Pension and profit sharing plans (not the participants or government plans) | 44 | $3.87 billion |
| Charitable organizations | 44 | $1.26 billion |
| State or municipal government entities (including government pension plans) | 88 | $14.93 billion |
| Insurance companies | 14 | $362.0 million |
| Sovereign wealth funds and foreign official institutions | 2 | $169.8 million |
| Corporations or other businesses not listed above | 51 | $1.55 billion |
| Other | 7,128 | $4.42 billion |