Brian Hadley Fenn

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

• 07/2021 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 01/2022 → Present
  Bam Management, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA
• 08/1993 → 06/2021
  Carolina Capital Consulting, Inc.
  Charlotte, NC

Previous Registrations

• 2021-07-26 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Charlotte, NC
  St Louis, MO
• 2007-01-16 → 2021-07-26
  Carolina Capital Consulting, Inc.
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-03
• S63 Uniform Securities Agent State Law Examination
  1994-01-24

Designations

• Certified Financial Planner
• Chartered Financial Consultant