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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-04 |
| WI | RA | APPROVED | 2026-01-04 |
Branch Locations
8000 Excelsior Drive Suite 201, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northern Capital Management, Llc | Madison | WI | 02/2003 | 12/2018 |
| Kovitz Investment Group Partners, Llc | Chicago | IL | 01/2019 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
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