Ali Kavianian

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

• 08/2015 → Present
  Churchill Management Group
  Los Angeles, CA
• 07/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2015-08-05 → 2025-09-23
  Churchill Management Group
  Beaverton, OR
• 2013-03-27 → 2015-06-16
  Creative Planning
  Beaverton, OR
  Overland Park, KS
• 2010-04-08 → 2013-03-19
  Td Ameritrade, Inc.
  Portland, OR
• 2010-04-14 → 2013-03-19
  Td Ameritrade Investment Management, Llc
  Portland, OR
• 2008-09-16 → 2010-04-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR

Other Businesses

Residential Rental: 1.the name of the other business; N/A 2.whether the business is investment-related; no 3.the address of the other business; Same as home 8641 SW Muledeer dr Beaverton OR 97007 4.the nature of the other business; Residential Rental 5.your position; Owner/Landlord 6.title, or relationship with the other business; Owner/Landlord 7.the start date of your relationship; 3/17/17 8.the approximate number of hours/month you devote to the other business; 2 9.the number of hours you devote to the other business during securities trading hours; 0 10.and briefly describe your duties relating to the other business; I own the property, renew leases. Address tenant concerns Alian INC LLC ?the name of the other business; Alian INC LLC ?whether the business is investment-related; no ?the address of the other business; Same as home 8641 SW Muledeer dr Beaverton OR 97007 ?the nature of the other business; buy and lease properties though master LLC ?your position; Non-managing partner ?title, or relationship with the other business; owner ?the start date of your relationship; 6/1/24 ?the approximate number of hours/month you devote to the other business; 2-3hrs ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business. Non-managing partner, collaboration on ideas for properties best utilization. Alian Motors LLC ?whether the business is investment-related; no ?the address of the other business; Same as home 8641 SW Muledeer dr Beaverton OR 97007 ?the nature of the other business; buy and rent or sell vehicles ?your position; owner ?title, or relationship with the other business; owner ?the start date of your relationship; 6/1/24 ?the approximate number of hours/month you devote to the other business; 2 ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business. Purchase vehicle, get them ready for rent or sale.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-12

Designations

• Certified Financial Planner