Mitchell Armin Kovitz

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2003 → 11/2020
  Kovitz Securities, Llc
  Chicago, IL
• 01/2016 → Present
  Kovitz Investment Group Partners, Llc
  Chicago, IL
• 12/2020 → 03/2021
  Foreside Financial Services, Llc
  Chicago, IL
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2016-01-04 → 2026-03-20
  Northcoast Asset Management Llc
  Stamford, CT
• 2016-01-04 → 2024-12-31
  Northcoast Asset Management Llc
  Stamford, CT
• 2003-09-17 → 2015-12-31
  Kovitz Investment Group, Llc
  Chicago, IL
• 1996-01-18 → 2004-01-02
  Rothschild Investment Llc
  Chicago, IL

Other Businesses

1) Chicago Capital Partners Management, LLC; Investment Related; 1770 First Street, Suite 200A Highland Park, IL 60035; Started 12/1/2011; Private Equity; Chairman, head of Investment Committee; Perpetual Private equity fund; 15 hours per month with 0 hours during securities trading hours. 2) Greenwood Land Holdings Manager, LLC; No; 1814 Sunnyside Ave, Highland Park, IL 60035; Manager; 9/19/23; 40 hours per month, 10 hours per month during trading hours, represent ownership and interact with management. 3) Paul Armin Family Foundation, President, Highland Park, IL, a private foundation located in Highland Park, IL that primarily funds and promotes organizations' activity through gifts to general revenue funds. 30 minutes per month.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-03-19

Other Names

• Michell Armin Kovitz