Bryson Jeffrey Roof

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

• 09/2012 → 10/2019
  Roof Advisory Group, Inc.
  Harrisburg, PA
• 10/2019 → 10/2024
  Fort Pitt Capital Group Llc
  Pittsburgh, PA
• 11/2024 → Present
  Kovitz Investment Group Partners, Llc
  Harrisburg, PA
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2025-01-05 → 2026-03-20
  Northcoast Asset Management Llc
  Harrisburg, PA
• 2024-11-06 → 2024-12-31
  Northcoast Asset Management Llc
  Harrisburg, PA
• 2019-10-01 → 2024-11-04
  Fort Pitt Capital Group, Llc
  Harrisburg, PA
  Pittsburgh, PA
• 2012-11-07 → 2019-10-30
  Roof Advisory Group, Inc.
  Harrisburg, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-30
• S63 Uniform Securities Agent State Law Examination
  2011-09-02

Designations

• Certified Financial Planner