Bradley Randolph Newman

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

• 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
• 11/2003 → 10/2019
  Roof Advisory Group, Inc.
  Harrisburg, PA

Previous Registrations

• 2025-01-05 → 2026-03-20
  Northcoast Asset Management Llc
  Harrisburg, PA
• 2024-11-05 → 2024-12-31
  Northcoast Asset Management Llc
  Harrisburg, PA
• 2019-10-01 → 2024-11-04
  Fort Pitt Capital Group, Llc
  Harrisburg, PA
  Pittsburgh, PA
• 2004-06-10 → 2019-10-30
  Roof Advisory Group, Inc.
  Harrisburg, PA

Other Businesses

1) The name of the other business: United Way of the Capital Region. Whether the business is investment-related: Yes. Address of the other business: 2235 Millennium Way Enola, PA 17025. Nature of the other business: Social services organization. Your position: member of the Investment Committee. Title or relationship with the other business: member of the Investment Committee. Start date of your relationship: 1/29/2016. Approximate number of hours/months you devote to the other business: 1-5 hours/month. Number of hours you devote to the other business during securities trading hours: 0 hours/month. Briefly describe your duties relating to the other business: Provide cash-flow and investment expertise. 2) The name of the other business: Ronald McDonald House of Central PA. Whether the business is investment-related: Yes. Address of the other business: 745 West Governor Road Hershey, PA 17033. Nature of the other business: Charitable organization. Your position: Member of Investment Committee, Finance Committee. Title or relationship with the other business: Member of Investment Committee, Finance Committee. Start date of your relationship: 11/4/2024. Approximate number of hours/months you devote to the other business: 1-5 hours/month. Number of hours you devote to the other business during securities trading hours: 0 hours/month. Briefly describe your duties relating to the other business: Provide guidance on the cash-flow, investment strategy and the overall operations of the charity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-11-15
• S63 Uniform Securities Agent State Law Examination
  1998-03-25

Designations

• Certified Financial Planner

Other Names

• Brad Newman
• Bradley R Newman