Focus Partners Wealth, LLC
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 159289
- Registered since
- December 7, 2011
- Website
- www.focuspartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
- Client types
- HNWI78.37%
- Individuals7.43%
- Pension & Profit Sharing Plans5.12%
- Charitable Organizations2.45%
- State / Municipal Government1.99%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Focus Partners Wealth, LLC is an independent registered investment adviser that has been SEC registered since 2011. The firm serves both private clients — individuals and families — and institutional investors, positioning itself as a capital allocator that combines discretionary portfolio management with financial planning and advisory services. Its advisory menu covers portfolio management for individuals, small businesses, institutions and pooled investment vehicles, pension consulting, selection of other advisers, and client education through newsletters and seminars. The firm also engages in other financial product distribution activities. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee and performance-based structures. Environmental, social and governance (ESG) investing is an active part of its approach. The firm has received industry recognition including placements on Barron’s Top 100 RIA list (2021–2025), Financial Times Top 300 (2020), FA Magazine Top RIA Firms (2020) and a Citywire “50 Growers Across America” mention (2026).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds38%
- Exchange Traded Equities37%
- Cash & Cash Equivalents7%
- Private Funds4%
- Other4%
Owners & executives
3 of 21
Kevin Grogan
Chief Investment OfficerCRD 5691762
James David
Chief Compliance OfficerCRD 4092356
Joel Hirsh
Chief Investment OfficerCRD 4850247
Contacts
3 of 1034
Michael Indart
Wealth AdvisorCRD 5643606
Kent Schmidgall
Senior Wealth AdvisorCRD 5648024
Kathleen Marsden
Wealth AdvisorCRD 5660485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,097Active vs passive
$64.5B in ETFs
71%
$45.9B
28%
$18.6B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $2.4B | 12,703,573 | 3.75% |
Location
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 190 Carondelet Plz
- Time zone
- CT (UTC-6)
- Office locations
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