Focus Partners Advisor Solutions, LLC — 13F Holdings & Portfolio
CIK 1868872 · latest 13F-HR filed 2026-08-06
Focus Partners Advisor Solutions, LLC manages $11.80B in 13F-reported U.S. long-equity assets across 1,243 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ITOT (8.16%), DFAC (6.62%), BSVO (5.22%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 192 new positions and exited 198; 586 existing positions rose in reported value and 329 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$11.80B
Long-equity book
Holdings
1,243
Distinct positions
Period
2026-06-30
Filed 2026-08-06
Q/Q Activity
+192 / −198 / ↑586 / ↓329
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26ITOT8.2% · +8%DFAC6.6% · -1%BSVO5.2% · +5%VGIT4.8% · +21%AVDV4.1% · +14%DFAT3.3% · -2%AVUV3.2% · +21%DFEM3.0% · +15%IDEV3.0% · +6%DFIV2.7% · -2%DFSD2.6% · +24%DFUV2.3% · +1%VTIP2.1% · +20%VTI1.9% · +3%DFUS1.9% · +6%AAPL1.4% · +4%DUHP1.4% · +17%DFAX1.1% · -6%DIHP1.1% · +19%DISV1.1% · +8%DFAI0.8% · +9%IVV0.8% · +13%DFAU0.8% · -3%NVDA0.8% · -3%DFSV0.7% · +6%DFNM0.7% · +37%DFAS0.7% · +0%BSV0.6% · +32%IEMG0.6% · -9%AVEM0.6% · +30%VEA0.6% · +16%DFGR0.5% · +22%DFIC0.5% · +61%AVLV0.5% · +85%MSFT0.5% · -11%AVUS0.5% · +16%SCHV0.5% · +4%SCHG0.4% · +8%DFAE0.4% · +6%VOO0.4% · -3%EFV0.4% · +61%AMZN0.4% · +6%SPY0.4% · +72%DFCF0.3% · +27%SCHD0.3% · -1%AVDE0.3% · +11%IJR0.3% · +424%AVGO0.3% · +20%GOOG0.3% · +3%GOOGL0.3% · +2%VB0.3% · +33%WMT0.3% · +76%VTV0.2% · +42%SPTM0.2% · +2%TSLA0.2% · +2%BRK.B0.2% · -1%VBR0.2% · -13%JPM0.2% · +6%SCHF0.2% · +22%QQQ0.2% · +8%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 44.2%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Aug 5, 2026.
Assets Under Management
$41.48B
Discretionary
$23.21B
Employees
309
Accounts
91,359
Address
190 CARONDELET PLAZA
SUITE 600
ST. LOUIS, MO 63105
SUITE 600
ST. LOUIS, MO 63105
Phone
(314) 725-0455
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BIRENBAUM, ADAM, LAWRENCE Control | CHIEF EXECUTIVE OFFICER since Jul 2024 | Less than 5% | Individual |
| BRADLEY, GINA, KULIG Control | CHIEF OPERATING OFFICER since Oct 2011 | Less than 5% | Individual |
| FOCUS OPERATING, LLC Control | MEMBER (MANAGER) since Feb 2007 | 75% or more | Domestic Entity |
| GROGAN, KEVIN, ANDREW Control | CHIEF INVESTMENT OFFICER OF SYSTEMATIC STRATEGIES since Dec 2022 | Less than 5% | Individual |
| Gupta, Dhruv Control | CHIEF FINANCIAL OFFICER since Jul 2025 | Less than 5% | Individual |
| LEE, HOWARD, HOA Control | MANAGING DIRECTOR since Jul 2024 | Less than 5% | Individual |
| Scheid, Jonathan, Joseph Control | PRESIDENT since Oct 2023 | Less than 5% | Individual |
| Sullivan, Karla, Anne Control | SENIOR VP, SEGMENT GENERAL COUNSEL since Mar 2023 | Less than 5% | Individual |
| YORG, JEFFERY, ALAN Control | HEAD OF LEGAL AND CHIEF COMPLIANCE OFFICER, FOCUS PARTNERS ADVISOR SOLUTIONS AND SA FUNDS since Jun 2021 | Less than 5% | Individual |
| CD&R FERDINAND CO-INVESTOR, L.P. Control Indirect owner via CD&R FERDINAND HOLDINGS, L.P | PARTNER since Aug 2023 | 25–50% | Foreign Entity |
| CD&R FERDINAND HOLDINGS, L.P Control Indirect owner via FERDINAND FFP ULTIMATE HOLDINGS, LP | PARTNER since Aug 2023 | 50–75% | Domestic Entity |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. Control Indirect owner via CD&R FERDINAND HOLDINGS, L.P | PARTNER since Aug 2023 | 50–75% | Foreign Entity |
| FERDINAND FFP ACQUISITION, LLC Control Indirect owner via FOCUS FINANCIAL PARTNERS INC. | SHAREHOLDER, CLASS A COMMON STOCK since Aug 2023 | 75% or more | Domestic Entity |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC Control Indirect owner via FERDINAND FFP ACQUISITION, LLC | MEMBER since Aug 2023 | 75% or more | Domestic Entity |
| FERDINAND FFP PARENT, INC. Control Indirect owner via FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | MEMBER since Aug 2023 | 75% or more | Domestic Entity |
| FERDINAND FFP ULTIMATE HOLDINGS, LP Control Indirect owner via FOCUS FINANCIAL PARTNERS INC. | SHAREHOLDER, CLASS B COMMON STOCK since Aug 2023 | 75% or more | Domestic Entity |
| FERDINAND FFP ULTIMATE HOLDINGS, LP Control Indirect owner via FERDINAND FFP PARENT, INC. | SHAREHOLDER since Aug 2023 | 75% or more | Domestic Entity |
| FOCUS FINANCIAL PARTNERS INC. Control Indirect owner via FOCUS FINANCIAL PARTNERS, LLC | MEMBER since Jul 2018 | 50–75% | Domestic Entity |
| FOCUS FINANCIAL PARTNERS, LLC Control Indirect owner via FOCUS OPERATING, LLC | MEMBER since Jan 2007 | 75% or more | Domestic Entity |
Ownership & leadership changes · 31 filings with changes since Mar 30, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 31, 2026 filing
- ChangedFOCUS FINANCIAL PARTNERS INC. · indirect via FOCUS FINANCIAL PARTNERS, LLC: ownership 75% or more → 50–75%
- ChangedGROGAN, KEVIN, ANDREW · title CHIEF INVESTMENT OFFICER → CHIEF INVESTMENT OFFICER OF SYSTEMATIC STRATEGIES
- ChangedYORG, JEFFERY, ALAN · title ASSOCIATE GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, FOCUS PARTNERS ADVISOR SOLUTIONS AND SA FUNDS → HEAD OF LEGAL AND CHIEF COMPLIANCE OFFICER, FOCUS PARTNERS ADVISOR SOLUTIONS AND SA FUNDS
Aug 8, 2025 filing
- No longer listedANDERSON, DANIEL, MARK · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Jul 2024
- No longer listedPAPA, SALVATORE, JOHN · CHIEF LEGAL AND RISK OFFICER · Less than 5% · control person · listed since Jul 2024
- AddedGupta, Dhruv · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ChangedSullivan, Karla, Anne · title GENERAL COUNSEL → SENIOR VP, SEGMENT GENERAL COUNSEL
Mar 31, 2025 filing
- AddedBRADLEY, GINA, KULIG · CHIEF OPERATING OFFICER · Less than 5% · control person
- AddedSullivan, Karla, Anne · GENERAL COUNSEL · Less than 5% · control person
Jan 16, 2025 filing
- No longer listedFERRI, JUSTIN, CHRISTOPHER · MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, PRESIDENT - BUCKINGHAM WEALTH PARTNERS · Less than 5% · control person · listed since Jun 2019
- No longer listedHARTMAN, WENDY, LOUISE · MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, PRESIDENT, BUCKINGHAM STRATEGIC WEALTH · Less than 5% · control person · listed since Jun 2019
- No longer listedREMMING, JEFFREY, SCOTT · MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHIEF PLATFORM OFFICER · Less than 5% · control person · listed since Jan 2011
- No longer listedZILIAK, ROBERT, ANTHONY · MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, CHIEF SOLUTIONS OFFICER · Less than 5% · control person · listed since Oct 2021
- ChangedANDERSON, DANIEL, MARK · title MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHIEF FINANCIAL OFFICER → CHIEF FINANCIAL OFFICER
- ChangedBIRENBAUM, ADAM, LAWRENCE · title CHAIRMAN OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHAIRMAN AND CHIEF EXECUTIVE OFFICER → CHIEF EXECUTIVE OFFICER
- ChangedLEE, HOWARD, HOA · title MANAGING DIRECTOR OF SERVICE, TRADING & OPERATIONS, BUCKINGHAM STRATEGIC PARTNERS → MANAGING DIRECTOR
- ChangedPAPA, SALVATORE, JOHN · title MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, GENERAL COUNSEL → CHIEF LEGAL AND RISK OFFICER
- ChangedScheid, Jonathan, Joseph · title MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, PRESIDENT, BUCKINGHAM STRATEGIC PARTNERS → PRESIDENT
- ChangedYORG, JEFFERY, ALAN · title ASSOCIATE GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, BUCKINGHAM STRATEGIC PARTNERS AND SA FUNDS → ASSOCIATE GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, FOCUS PARTNERS ADVISOR SOLUTIONS AND SA FUNDS
Mar 20, 2024 filing
- ChangedBIRENBAUM, ADAM, LAWRENCE · title CHAIRMAN OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHIEF EXECUTIVE OFFICER → CHAIRMAN OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHAIRMAN AND CHIEF EXECUTIVE OFFICER
- ChangedFOCUS FINANCIAL PARTNERS INC. · indirect via FOCUS FINANCIAL PARTNERS, LLC: title MANAGING MEMBER → MEMBER
- ChangedPAPA, SALVATORE, JOHN · title MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC AND GENERAL COUNSEL → MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, GENERAL COUNSEL
- ChangedREMMING, JEFFREY, SCOTT · title MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHIEF TRANSFORMATION OFFICER → MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHIEF PLATFORM OFFICER
- ChangedZILIAK, ROBERT, ANTHONY · title MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, CHIEF OPERATING OFFICER → MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, CHIEF SOLUTIONS OFFICER
Oct 24, 2023 filing
- No longer listedPOTTS, ALEXANDER, BENNETT · MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, PRESIDENT, BUCKINGHAM STRATEGIC PARTNERS · Less than 5% · control person · listed since Dec 2018
- AddedScheid, Jonathan, Joseph · MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, PRESIDENT, BUCKINGHAM STRATEGIC PARTNERS · Less than 5% · control person
Sep 29, 2023 filing
- ChangedFOCUS FINANCIAL PARTNERS INC. · indirect via FOCUS FINANCIAL PARTNERS, LLC: title MEMBER → MANAGING MEMBER
Sep 18, 2023 filing
- ChangedFERDINAND FFP ACQUISITION, LLC · indirect via FOCUS FINANCIAL PARTNERS INC.: title SHAREHOLDER → SHAREHOLDER, CLASS A COMMON STOCK
- ChangedFERDINAND FFP ULTIMATE HOLDINGS, LP · indirect via FOCUS FINANCIAL PARTNERS INC.: title SHAREHOLDER → SHAREHOLDER, CLASS B COMMON STOCK
Sep 14, 2023 filing
- AddedCD&R FERDINAND CO-INVESTOR, L.P. · PARTNER · 25–50% · indirect via CD&R FERDINAND HOLDINGS, L.P · control person
- AddedCD&R FERDINAND HOLDINGS, L.P · PARTNER · 50–75% · indirect via FERDINAND FFP ULTIMATE HOLDINGS, LP · control person
- AddedCLAYTON, DUBILIER & RICE FUND XII, L.P. · PARTNER · 50–75% · indirect via CD&R FERDINAND HOLDINGS, L.P · control person
- AddedFERDINAND FFP ACQUISITION, LLC · SHAREHOLDER · 75% or more · indirect via FOCUS FINANCIAL PARTNERS INC. · control person
- AddedFERDINAND FFP INTERMEDIATE HOLDINGS, LLC · MEMBER · 75% or more · indirect via FERDINAND FFP ACQUISITION, LLC · control person
- AddedFERDINAND FFP PARENT, INC. · MEMBER · 75% or more · indirect via FERDINAND FFP INTERMEDIATE HOLDINGS, LLC · control person
- AddedFERDINAND FFP ULTIMATE HOLDINGS, LP · SHAREHOLDER · 75% or more · indirect via FOCUS FINANCIAL PARTNERS INC. · control person
- AddedFERDINAND FFP ULTIMATE HOLDINGS, LP · SHAREHOLDER · 75% or more · indirect via FERDINAND FFP PARENT, INC. · control person
Apr 25, 2023 filing
- No longer listedCLINTON, MICHAEL, RAY · MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHIEF BUSINESS OFFICER, BUCKINGHAM STRATEGIC PARTNERS · Less than 5% · control person · listed since Dec 2018
- AddedLEE, HOWARD, HOA · MANAGING DIRECTOR OF SERVICE, TRADING & OPERATIONS, BUCKINGHAM STRATEGIC PARTNERS · Less than 5% · control person
Older changes (22 more filings)
Feb 28, 2023 filing
- No longer listedKIZER, JARED, HARDIN · CHIEF INVESTMENT OFFICER · Less than 5% · control person · listed since Jan 2015
- AddedGROGAN, KEVIN, ANDREW · CHIEF INVESTMENT OFFICER · Less than 5% · control person
Oct 28, 2022 filing
- ChangedYORG, JEFFERY, ALAN · now a control person
Mar 30, 2022 filing
- No longer listedLEVIN, DAVID, WILLIAM · MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHIEF CLIENT OFFICER · Less than 5% · control person · listed since Mar 2013
- No longer listedSWEDROE, LARRY, EDWARD · CHIEF RESEARCH OFFICER · Less than 5% · control person · listed since Feb 2007
- AddedZILIAK, ROBERT, ANTHONY · MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, CHIEF OPERATING OFFICER · Less than 5% · control person
- ChangedFERRI, JUSTIN, CHRISTOPHER · title MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHIEF OPERATING OFFICER → MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, PRESIDENT - BUCKINGHAM WEALTH PARTNERS
Jul 26, 2021 filing
- AddedYORG, JEFFERY, ALAN · ASSOCIATE GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, BUCKINGHAM STRATEGIC PARTNERS AND SA FUNDS · Less than 5%
- ChangedPAPA, SALVATORE, JOHN · title MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER → MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC AND GENERAL COUNSEL
Oct 23, 2020 filing
- ChangedCLINTON, MICHAEL, RAY · title MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, PRESIDENT, ADVISOR SERVICES → MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHIEF BUSINESS OFFICER, BUCKINGHAM STRATEGIC PARTNERS
- ChangedFERRI, JUSTIN, CHRISTOPHER · title MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHAIR, BUCKINGHAM STRATEGIC WEALTH → MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHIEF OPERATING OFFICER
- ChangedHARTMAN, WENDY, LOUISE · title MEMBER & CHAIRMAN OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, PRESIDENT, BUCKINGHAM STRATEGIC WEALTH → MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, PRESIDENT, BUCKINGHAM STRATEGIC WEALTH
- ChangedLEVIN, DAVID, WILLIAM · title MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, PRESIDENT AND CHIEF OPERATING OFFICER → MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHIEF CLIENT OFFICER
- ChangedPOTTS, ALEXANDER, BENNETT · title MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHAIR, ADVISOR SERVICES → MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, PRESIDENT, BUCKINGHAM STRATEGIC PARTNERS
- ChangedREMMING, JEFFREY, SCOTT · title MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHIEF INNOVATION OFFICER → MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHIEF TRANSFORMATION OFFICER
Jun 5, 2020 filing
- No longer listedKUHLMAN, SHANNON, O'TOOLE · MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHIEF TALENT OFFICER · Less than 5% · control person · listed since Jan 2013
- ChangedSWEDROE, LARRY, EDWARD · title MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, DIRECTOR OF RESEARCH → CHIEF RESEARCH OFFICER
Feb 7, 2020 filing
- AddedFERRI, JUSTIN, CHRISTOPHER · MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHAIR, BUCKINGHAM STRATEGIC WEALTH · Less than 5% · control person
- AddedHARTMAN, WENDY, LOUISE · MEMBER & CHAIRMAN OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, PRESIDENT, BUCKINGHAM STRATEGIC WEALTH · Less than 5% · control person
- ChangedANDERSON, DANIEL, MARK · title CHIEF FINANCIAL OFFICER → MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHIEF FINANCIAL OFFICER
- ChangedBIRENBAUM, ADAM, LAWRENCE · title MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHIEF EXECUTIVE OFFICER → CHAIRMAN OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHIEF EXECUTIVE OFFICER
- ChangedCLINTON, MICHAEL, RAY · title PRESIDENT, ADVISOR SERVICES → MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, PRESIDENT, ADVISOR SERVICES
- ChangedPAPA, SALVATORE, JOHN · title GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER → MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
Feb 4, 2019 filing
- ChangedPOTTS, ALEXANDER, BENNETT · title CHAIR, ADVISOR SERVICES → MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHAIR, ADVISOR SERVICES
Dec 12, 2018 filing
- AddedCLINTON, MICHAEL, RAY · PRESIDENT, ADVISOR SERVICES · Less than 5% · control person
- AddedPOTTS, ALEXANDER, BENNETT · CHAIR, ADVISOR SERVICES · Less than 5% · control person
- ChangedANDERSON, DANIEL, MARK · title DIRECTOR OF FINANCE → CHIEF FINANCIAL OFFICER
Aug 23, 2018 filing
- No longer listedTRIDENT FFP BLOCKER LLC · LIMITED PARTNER · 25–50% · indirect via TRIDENT FFP, L.P. · control person · listed since May 2017
- No longer listedTRIDENT FFP, L.P. · MEMBER · 25–50% · indirect via FOCUS FINANCIAL PARTNERS, LLC · control person · listed since Jul 2017
- No longer listedTRIDENT VI PARALLEL FUND, L.P. · MEMBER · 75% or more · indirect via TRIDENT FFP BLOCKER LLC · control person · listed since Apr 2017
- No longer listedTRIDENT VI, L.P. · LIMITED PARTNER · 25–50% · indirect via TRIDENT FFP, L.P. · control person · listed since May 2017
- AddedFOCUS FINANCIAL PARTNERS INC. · MEMBER · 75% or more · indirect via FOCUS FINANCIAL PARTNERS, LLC · control person
Mar 28, 2018 filing
- No longer listedSEARS, ALFRED · MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, BAM PRESIDENT · Less than 5% · control person · listed since Jan 2011
Mar 23, 2018 filing
- ChangedBIRENBAUM, ADAM, LAWRENCE · title MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC, CHIEF EXECUTIVE OFFICER → MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHIEF EXECUTIVE OFFICER
- ChangedKUHLMAN, SHANNON, O'TOOLE · title MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC, CHIEF TALENT OFFICER → MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHIEF TALENT OFFICER
- ChangedLEVIN, DAVID, WILLIAM · title MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC → MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, PRESIDENT AND CHIEF OPERATING OFFICER
- ChangedREMMING, JEFFREY, SCOTT · title MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC, CHIEF INNOVATION OFFICER → MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHIEF INNOVATION OFFICER
- ChangedSEARS, ALFRED · title MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC, BAM PRESIDENT AND CHIEF OPERATING OFFICER → MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, BAM PRESIDENT
- ChangedSWEDROE, LARRY, EDWARD · title MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC → MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, DIRECTOR OF RESEARCH
Aug 2, 2017 filing
- No longer listedCENTERBRIDGE ASSOCIATES II, L.P. · GENERAL PARTNER · General partner, trustee or manager · indirect via CP FALCON AIV, L.P. · control person · listed since Jul 2013
- No longer listedCP FALCON AIV, L.P · MEMBER · 25–50% · indirect via FOCUS FINANCIAL PARTNERS, LLC · control person · listed since Oct 2013
- AddedTRIDENT FFP BLOCKER LLC · LIMITED PARTNER · 25–50% · indirect via TRIDENT FFP, L.P. · control person
- AddedTRIDENT FFP, L.P. · MEMBER · 25–50% · indirect via FOCUS FINANCIAL PARTNERS, LLC · control person
- AddedTRIDENT VI PARALLEL FUND, L.P. · MEMBER · 75% or more · indirect via TRIDENT FFP BLOCKER LLC · control person
- AddedTRIDENT VI, L.P. · LIMITED PARTNER · 25–50% · indirect via TRIDENT FFP, L.P. · control person
Mar 20, 2017 filing
- No longer listedHOFFMAN, JARED, SCOTT · MANAGING DIRECTOR OF OPERATIONS · Less than 5% · control person · listed since Jan 2013
- No longer listedLEVY, MONT, SEASONGOOD · MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC · Less than 5% · control person · listed since Feb 2007
- ChangedREMMING, JEFFREY, SCOTT · title MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC, PRESIDENT → MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC, CHIEF INNOVATION OFFICER
- ChangedSEARS, ALFRED · title MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC, CHIEF OPERATING OFFICER → MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC, BAM PRESIDENT AND CHIEF OPERATING OFFICER
Oct 19, 2016 filing
- AddedCENTERBRIDGE ASSOCIATES II, L.P. · GENERAL PARTNER · General partner, trustee or manager · indirect via CP FALCON AIV, L.P. · control person
- AddedCP FALCON AIV, L.P · MEMBER · 25–50% · indirect via FOCUS FINANCIAL PARTNERS, LLC · control person
- ChangedANDERSON, DANIEL, MARK · title DIRECTOR OF ACCOUNTING → DIRECTOR OF FINANCE
- ChangedHOFFMAN, JARED, SCOTT · title DIRECTOR OF OPERATIONS → MANAGING DIRECTOR OF OPERATIONS
Dec 9, 2015 filing
- No longer listedMASEK, VLADIMIR · MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC · Less than 5% · control person · listed since Feb 2007
Jun 22, 2015 filing
- AddedPAPA, SALVATORE, JOHN · GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedLEVY, MONT, SEASONGOOD · title MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC, CHIEF COMPLIANCE OFFICER → MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC
May 13, 2015 filing
- No longer listedHAYNES, DANIEL, EVERETT · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Nov 2012
- ChangedBIRENBAUM, ADAM, LAWRENCE · title MEMBER OF BOARD OF MANAGERS, CHIEF EXECUTIVE OFFICER → MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC, CHIEF EXECUTIVE OFFICER
- ChangedKUHLMAN, SHANNON, O'TOOLE · title MEMBER OF BOARD OF MANAGERS, CHIEF TALENT OFFICER → MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC, CHIEF TALENT OFFICER
- ChangedLEVIN, DAVID, WILLIAM · title MEMBER OF BOARD OF MANAGERS → MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC
- ChangedLEVY, MONT, SEASONGOOD · title MEMBER OF BOARD OF MANAGERS → MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC, CHIEF COMPLIANCE OFFICER
- ChangedMASEK, VLADIMIR · title MEMBER OF BOARD OF MANAGERS → MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC
- ChangedREMMING, JEFFREY, SCOTT · title MEMBER OF BOARD OF MANAGERS, PRESIDENT → MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC, PRESIDENT
- ChangedSEARS, ALFRED · title MEMBER OF BOARD OF MANAGERS, CHIEF OPERATING OFFICER → MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC, CHIEF OPERATING OFFICER
- ChangedSWEDROE, LARRY, EDWARD · title MEMBER OF BOARD OF MANAGERS → MEMBER OF BOARD OF MANAGERS OF BAM MANAGEMENT, LLC
Mar 30, 2015 filing
- Listed againKIZER, JARED, HARDIN · CHIEF INVESTMENT OFFICER · Less than 5% · control person
- ChangedBIRENBAUM, ADAM, LAWRENCE · title MEMBER OF BOARD OF MANAGERS → MEMBER OF BOARD OF MANAGERS, CHIEF EXECUTIVE OFFICER
- ChangedKUHLMAN, SHANNON, O'TOOLE · title DIRECTOR OF HUMAN RESOURCES → MEMBER OF BOARD OF MANAGERS, CHIEF TALENT OFFICER
- ChangedLEVIN, DAVID, WILLIAM · title CHIEF MARKETING OFFICER → MEMBER OF BOARD OF MANAGERS
- ChangedREMMING, JEFFREY, SCOTT · title CHIEF OPERATING OFFICER → MEMBER OF BOARD OF MANAGERS, PRESIDENT
- ChangedSEARS, ALFRED · title MEMBER OF BOARD OF MANAGERS, PRESIDENT → MEMBER OF BOARD OF MANAGERS, CHIEF OPERATING OFFICER
Mar 28, 2014 filing
- No longer listedCLARK, ERNEST, LEE · PRINCIPAL · Less than 5% · control person · listed since Jan 2009
- No longer listedCREEHAN, MADALINE, ANN · PRINCIPAL · Less than 5% · control person · listed since Jan 2011
- No longer listedEAGAN, THELIA, ANN · PRINCIPAL · Less than 5% · control person · listed since Jan 2012
- No longer listedGELLMAN, ROBERT, FREDERICK · PRINCIPAL · Less than 5% · control person · listed since Feb 2007
- No longer listedGOLDBERG, JOSEPH, SHAWN · PRINCIPAL · Less than 5% · control person · listed since Jan 2011
- No longer listedHONOR, JOVITA, RUIZ · PRINCIPAL · Less than 5% · control person · listed since Oct 2012
- No longer listedKIZER, JARED, HARDIN · PRINCIPAL · Less than 5% · control person · listed since Jan 2013
- No longer listedKRESEK, ROBERT, GENE · PRINCIPAL · Less than 5% · control person · listed since Oct 2012
- No longer listedSCHWEIZER, BERT · MANAGING PRINCIPAL · Less than 5% · control person · listed since Feb 2007
- No longer listedSUMMIT PARTNERS VI (GP), LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via SUNNIT PARTNERS VI (GP), L.P. · control person · listed since Dec 2000
- No longer listedSUMMIT PARTNERS VI (GP), LP · GENERAL PARTNER · General partner, trustee or manager · indirect via SUMMIT VENTURES VI-A, L.P. · control person · listed since Dec 2000
- No longer listedSUMMIT VENTURES VI-A, L.P. · MEMBER · 25–50% · indirect via FOCUS FINANCIAL PARTNERS, LLC · control person · listed since Jan 2006
- No longer listedTHOMAS, BRENT, MICHAEL · PRINCIPAL · Less than 5% · control person · listed since Jan 2012
- No longer listedWITT, BRENDA, CHRISTINE · PRINCIPAL, DIRECTOR OF FINANCE · Less than 5% · control person · listed since Jan 2009
- AddedANDERSON, DANIEL, MARK · DIRECTOR OF ACCOUNTING · Less than 5% · control person
- AddedHOFFMAN, JARED, SCOTT · DIRECTOR OF OPERATIONS · Less than 5% · control person
- AddedKUHLMAN, SHANNON, O'TOOLE · DIRECTOR OF HUMAN RESOURCES · Less than 5% · control person
- AddedLEVIN, DAVID, WILLIAM · CHIEF MARKETING OFFICER · Less than 5% · control person
- ChangedBIRENBAUM, ADAM, LAWRENCE · title MANAGING PRINCIPAL, CHIEF EXECUTIVE OFFICER → MEMBER OF BOARD OF MANAGERS
- ChangedLEVY, MONT, SEASONGOOD · title MANAGING PRINCIPAL → MEMBER OF BOARD OF MANAGERS
- ChangedMASEK, VLADIMIR · title MANAGING PRINCIPAL → MEMBER OF BOARD OF MANAGERS
- ChangedSEARS, ALFRED · title MANAGING PRINCIPAL → MEMBER OF BOARD OF MANAGERS, PRESIDENT
- ChangedSWEDROE, LARRY, EDWARD · title MANAGING PRINCIPAL → MEMBER OF BOARD OF MANAGERS
Mar 26, 2013 filing
- No longer listedGOLDBERG, EDWARD, KARL · MANAGING PRINCIPAL · Less than 5% · control person · listed since Feb 2007
- AddedHAYNES, DANIEL, EVERETT · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedHONOR, JOVITA, RUIZ · PRINCIPAL · Less than 5% · control person
- AddedKIZER, JARED, HARDIN · PRINCIPAL · Less than 5% · control person
- AddedKRESEK, ROBERT, GENE · PRINCIPAL · Less than 5% · control person
- ChangedBIRENBAUM, ADAM, LAWRENCE · title MANAGING PRINCIPAL, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, EXECUTIVE COMMITTEE MEMBER → MANAGING PRINCIPAL, CHIEF EXECUTIVE OFFICER
- ChangedLEVY, MONT, SEASONGOOD · title MANAGING PRINCIPAL, EXECUTIVE COMMITTEE MEMBER → MANAGING PRINCIPAL
- ChangedREMMING, JEFFREY, SCOTT · title CHIEF OPERATING OFFICER, EXECUTIVE COMMITTEE MEMBER → CHIEF OPERATING OFFICER
- ChangedSCHWEIZER, BERT · title MANAGING PRINCIPAL, CHAIRMAN OF THE EXECUTIVE COMMITTEE → MANAGING PRINCIPAL
- ChangedSEARS, ALFRED · title PRINCIPAL, EXECUTIVE COMMITTEE MEMBER → MANAGING PRINCIPAL
Mar 30, 2012 filing (earliest on record)
- ListedBIRENBAUM, ADAM, LAWRENCE · MANAGING PRINCIPAL, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person
- ListedCLARK, ERNEST, LEE · PRINCIPAL · Less than 5% · control person
- ListedCREEHAN, MADALINE, ANN · PRINCIPAL · Less than 5% · control person
- ListedEAGAN, THELIA, ANN · PRINCIPAL · Less than 5% · control person
- ListedFOCUS FINANCIAL PARTNERS, LLC · MEMBER · 75% or more · indirect via FOCUS OPERATING, LLC · control person
- ListedFOCUS OPERATING, LLC · MEMBER (MANAGER) · 75% or more · control person
- ListedGELLMAN, ROBERT, FREDERICK · PRINCIPAL · Less than 5% · control person
- ListedGOLDBERG, EDWARD, KARL · MANAGING PRINCIPAL · Less than 5% · control person
- ListedGOLDBERG, JOSEPH, SHAWN · PRINCIPAL · Less than 5% · control person
- ListedLEVY, MONT, SEASONGOOD · MANAGING PRINCIPAL, EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person
- ListedMASEK, VLADIMIR · MANAGING PRINCIPAL · Less than 5% · control person
- ListedREMMING, JEFFREY, SCOTT · CHIEF OPERATING OFFICER, EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person
- ListedSCHWEIZER, BERT · MANAGING PRINCIPAL, CHAIRMAN OF THE EXECUTIVE COMMITTEE · Less than 5% · control person
- ListedSEARS, ALFRED · PRINCIPAL, EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person
- ListedSUMMIT PARTNERS VI (GP), LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via SUNNIT PARTNERS VI (GP), L.P. · control person
- ListedSUMMIT PARTNERS VI (GP), LP · GENERAL PARTNER · General partner, trustee or manager · indirect via SUMMIT VENTURES VI-A, L.P. · control person
- ListedSUMMIT VENTURES VI-A, L.P. · MEMBER · 25–50% · indirect via FOCUS FINANCIAL PARTNERS, LLC · control person
- ListedSWEDROE, LARRY, EDWARD · MANAGING PRINCIPAL · Less than 5% · control person
- ListedTHOMAS, BRENT, MICHAEL · PRINCIPAL · Less than 5% · control person
- ListedWITT, BRENDA, CHRISTINE · PRINCIPAL, DIRECTOR OF FINANCE · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- ISHARES TR$191.6M +24.9%
- EA SERIES TRUST$105.3M +20.6%
- AMERICAN CENTY ETF TR$100.0M +36.5%
- VANGUARD SCOTTSDALE FDS$93.9M +19.9%
- DIMENSIONAL ETF TRUST$92.7M +34.8%
Top Trims
- EXXON MOBIL CORP-$21.3M -85.1%
- MICROSOFT CORP-$6.9M -10.7%
- PALANTIR TECHNOLOGIES INC-$5.5M -50.5%
- PEPSICO INC-$4.8M -42.5%
- ATI INC-$4.4M -86.8%
New Positions
- FIRST NORTHN CMNTY BANCORP$6.9M
- BLACKROCK ETF TRUST$6.2M
- ISHARES TR$4.7M
- ISHARES TR$4.1M
- ISHARES TR$2.7M
Exited Positions
- UNITED NAT FOODS INC$4.4M
- NATIONAL BK HLDGS CORP$4.3M
- HONEYWELL INTL INC$3.3M
- LULULEMON ATHLETICA INC$1.4M
- CORTEVA INC$1.4M
Focus Partners Advisor Solutions, LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | ITOT | 464287150 | $962.4M | 8.16% | 5,859,022 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $781.1M | 6.62% | 17,607,276 | SH |
| 3 | EA SERIES TRUST | BSVO | 02072L532 | $616.0M | 5.22% | 21,101,929 | SH |
| 4 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $566.3M | 4.80% | 9,601,130 | SH |
| 5 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $483.5M | 4.10% | 4,692,285 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $393.7M | 3.34% | 5,632,475 | SH |
| 7 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $374.3M | 3.17% | 2,999,892 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $358.6M | 3.04% | 8,824,359 | SH |
| 9 | ISHARES TR | IDEV | 46435G326 | $356.4M | 3.02% | 4,004,183 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $320.4M | 2.72% | 5,930,567 | SH |
| 11 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $302.7M | 2.57% | 6,339,321 | SH |
| 12 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $275.0M | 2.33% | 4,999,844 | SH |
| 13 | VANGUARD MALVERN FDS | VTIP | 922020805 | $250.9M | 2.13% | 4,995,637 | SH |
| 14 | VANGUARD INDEX FDS | VTI | 922908769 | $228.3M | 1.93% | 616,844 | SH |
| 15 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $221.2M | 1.87% | 2,699,030 | SH |
| 16 | APPLE INC | AAPL | 037833100 | $168.6M | 1.43% | 582,828 | SH |
| 17 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $160.7M | 1.36% | 3,851,505 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $128.5M | 1.09% | 3,488,957 | SH |
| 19 | DIMENSIONAL ETF TRUST | DIHP | 25434V765 | $127.4M | 1.08% | 3,734,675 | SH |
| 20 | DIMENSIONAL ETF TRUST | DISV | 25434V781 | $125.2M | 1.06% | 3,118,868 | SH |
| 21 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $99.6M | 0.84% | 2,413,701 | SH |
| 22 | ISHARES TR | IVV | 464287200 | $97.5M | 0.83% | 130,156 | SH |
| 23 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $91.9M | 0.78% | 1,777,063 | SH |
| 24 | NVIDIA CORPORATION | NVDA | 67066G104 | $90.1M | 0.76% | 450,413 | SH |
| 25 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $86.3M | 0.73% | 2,225,817 | SH |
| 26 | DIMENSIONAL ETF TRUST | DFNM | 25434V849 | $79.6M | 0.67% | 1,646,788 | SH |
| 27 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $77.7M | 0.66% | 943,404 | SH |
| 28 | VANGUARD BD INDEX FDS | BSV | 921937827 | $76.4M | 0.65% | 980,902 | SH |
| 29 | ISHARES INC | IEMG | 46434G103 | $69.2M | 0.59% | 836,045 | SH |
| 30 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $68.0M | 0.58% | 704,363 | SH |
| 31 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $64.9M | 0.55% | 911,024 | SH |
| 32 | DIMENSIONAL ETF TRUST | DFGR | 25434V658 | $62.8M | 0.53% | 2,168,246 | SH |
| 33 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $62.4M | 0.53% | 1,673,693 | SH |
| 34 | AMERICAN CENTY ETF TR | AVLV | 025072349 | $58.6M | 0.50% | 642,722 | SH |
| 35 | MICROSOFT CORP | MSFT | 594918104 | $57.8M | 0.49% | 155,071 | SH |
| 36 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $56.7M | 0.48% | 442,411 | SH |
| 37 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $56.6M | 0.48% | 1,627,002 | SH |
| 38 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $52.6M | 0.45% | 1,552,951 | SH |
| 39 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $52.3M | 0.44% | 1,300,402 | SH |
| 40 | VANGUARD INDEX FDS | VOO | 922908363 | $48.6M | 0.41% | 70,775 | SH |
| 41 | ISHARES TR | EFV | 464288877 | $47.2M | 0.40% | 615,971 | SH |
| 42 | AMAZON COM INC | AMZN | 023135106 | $45.7M | 0.39% | 191,666 | SH |
| 43 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $43.6M | 0.37% | 58,423 | SH |
| 44 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $40.7M | 0.35% | 964,946 | SH |
| 45 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $38.7M | 0.33% | 1,221,445 | SH |
| 46 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $37.0M | 0.31% | 414,689 | SH |
| 47 | ISHARES TR | IJR | 464287804 | $36.9M | 0.31% | 249,116 | SH |
| 48 | BROADCOM INC | AVGO | 11135F101 | $35.5M | 0.30% | 94,108 | SH |
| 49 | ALPHABET INC | GOOG | 02079K107 | $35.2M | 0.30% | 99,533 | SH |
| 50 | ALPHABET INC | GOOGL | 02079K305 | $32.9M | 0.28% | 92,186 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-06 | $11.80B | 1,243 | 0001868872-26-000004 |
| 2026-03-31 | 2026-05-13 | $9.92B | 1,249 | 0001868872-26-000003 |
| 2025-12-31 | 2026-02-11 | $8.15B | 1,088 | 0001868872-26-000002 |
| 2025-09-30 | 2025-11-12 | $8.82B | 1,131 | 0001868872-25-000004 |
Filer Information
Address
190 CARONDELET PLAZASUITE 600
SAINT LOUIS, MO 63105
Phone
(314) 725-0455
Filing Manager
Focus Partners Advisor Solutions, LLC
SAINT LOUIS, MO
Signatory
Jeffery Yorg
Chief Compliance Officer