Joel Milton Hunter

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

• 08/2017 → 01/2018
  Trinity Financial Advisors, Llc
  Chicago, IL
• 07/2013 → 08/2017
  Trinity Financial Advisors, Llc
  Chicago, IL
• 02/2018 → 11/2020
  Kovitz Securities, Llc
  Chicago, IL
• 02/2018 → Present
  Kovitz Investment Group Partners, Llc
  Chicago, IL
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2025-02-12 → 2026-03-20
  Northcoast Asset Management Llc
  Stamford, CT
  Powell, OH
• 2018-08-20 → 2024-12-31
  Northcoast Asset Management Llc
  Stamford, CT
• 2017-09-25 → 2018-01-29
  Trinity Financial Advisors Llc
  Chicago, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-08-17

Designations

• Certified Financial Planner