Disclosures
RADIAN PARTNERS WEBSITE DISCLOSURES
Radian Partners, LLC (“Radian”, we, us, our, ours) is a limited liability company organized under Tennessee state law. Larry J. Tolbert founded the Memphis-based wealth management firm in 2004. Radian provides investment advisory, family office, and other services to individuals, families, business, and institutional clients.
Securities offered through Lion Street Financial, LLC (LSF), Member FINRA and SIPC. Investment Advisory Services offered through Csenge Advisory Group (CAG). Lion Street Financial is not affiliated with Radian Partners, LLC.
RIA – AUM: Csenge Advisory Group, Registered Investment Advisor (RIA), offers investment advisory services through a network of independent advisory representatives who are authorized to conduct business under their own business names or under the CAG name. RIA has $2,752,947,585 Assets Under Management (AUM) as of December 31, 2023, RIA manages $2,188,990,603 in client assets on a discretionary basis. In addition, $563,956,981 in client assets are managed on a non-discretionary basis.
BD – AUA: Lion Street Financial, LLC (LSF) is registered with the U.S. Securities and Exchange Commission (SEC) as a broker-dealer (BD) and is a member of the Financial Industry Regulatory Authority (FINRA). BD has $18 billion in Assets Under Administration (AUA) as of 2023, Lion Street’s 175 firms and financial advisors provide life insurance, wealth management and financial planning solutions.
Liquidity Events & Liquidity Planning: Radian provides advisory services to clients including pre-sale and post-sale liquidity event planning, business exit planning, business transition, and succession planning.
True Fiduciary and Transparency Standards™: Please note that the Advisor has affiliations, through common ownership and/or control, with other registered investment advisors, registered financial service institutions, and pooled investment vehicles. The Advisor may recommend its affiliates’ products and services to clients. The True Fiduciary® and Transparency Standards™ have been adopted by the Advisor. In no event is a client obligated to use affiliates’ services or purchase products.
Social Media:
Securities offered through Lion Street Financial, LLC (LSF), members FINRA/SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA) and/or Csenge Advisory Group (CAG), Registered Investment Advisors. LSF and LSA are not affiliated with the above companies. LSA and LSF do not provide tax or legal advice. Radian Partners LLC, and the above firms are not affiliated. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.
Securities offered through Lion Street Financial, LLC (LSF), members FINRA/SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA) and/or Csenge Advisory Group (CAG), Registered Investment Advisors. LSF and LSA are not affiliated with the above companies. LSA and LSF do not provide tax or legal advice. Radian Partners LLC, and the above firms are not affiliated. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this Facebook profile does not necessarily indicate that this Financial Professional is able to transact business in your state.
Securities offered through Lion Street Financial, LLC (LSF), members FINRA/SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA) and/or Csenge Advisory Group (CAG), Registered Investment Advisors. LSF and LSA are not affiliated with the above companies. LSA and LSF do not provide tax or legal advice. Radian Partners LLC, and the above firms are not affiliated. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this Instagram profile does not necessarily indicate that this Financial Professional is able to transact business in your state.
YouTube
Securities offered through Lion Street Financial, LLC (LSF), members FINRA/SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA) and/or Csenge Advisory Group (CAG), Registered Investment Advisors. LSF and LSA are not affiliated with the above companies. Lion Street Financial LLC and Lion Street Advisors, LLC do not offer tax or legal advice. Fixed and traditional insurance offered through Radian Partners LLC, 6055 Primacy Parkway Suite 160 Memphis, TN 38119, 901.202.3909.
X (Twitter)
Securities offered through Lion Street Financial, LLC (LSF), members FINRA/SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA) and/or Csenge Advisory Group (CAG), Registered Investment Advisors. LSF and LSA are not affiliated with the above companies.LSA and LSF do not provide tax or legal advice. Radian Partners LLC, and the above firms are not affiliated. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this X (Twitter) profile does not necessarily indicate that this Financial Professional is able to transact business in your state.
Rankings and Awards:
Third-party rankings, awards listings and/or recognition by unaffiliated third-party rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Advisor by any of its clients. Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly rated investment advisor also does not ensure that a client or prospective client will experience a higher level of performance. Generally, but not always, ratings, rankings and recognition are based on information provided by Advisor to be considered for the award and does not pay an application fee to participate.
Rankings are provided for informational purposes only and should not be used as the sole basis for engaging Advisor for advisory services. Please refer to the more thorough disclosure and additional information about the criteria used in making these rankings via the website of the publication and/or organization granting such recognition.
Contact Information
6055 Primacy Parkway, Suite 160, Memphis, TN 38119
Website: www.RadianPartners.net
Phone: 901.202.3909
