Marc Stuart Brenner

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

• 01/2016 → Present
  Kovitz Investment Group Partners, Llc
  Chicago, IL
• 03/2021 → Present
  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
  Chicago, IL
  Stamford, CT
• 2004-01-09 → 2015-12-31
  Kovitz Investment Group, Llc
  Chicago, IL

Other Businesses

1) Chicago Capital Partners, LLC; Investment Related; Highland Park, IL; Private Equity; Start October 2016; 5 hours per month total; 0 during trading hours 2) Kovitz Investment Group Partners; Investment Related; Chicago, IL; Investment Advisor - real estate; Vice Chairman; Start 1/2016; 160 hours/month, 0 during trading hours/month. Start 1/2016. Principal, serve on board, vice chairman, run real estate business, financial advisor serving clients, approach potential investors for the funds offered, fund administration

Exams

• S66 Uniform Combined State Law Examination
  2004-01-08
• S63 Uniform Securities Agent State Law Examination
  2003-07-01

Other Names

• Marc S Brenner