Eric Jeffrey Anthony

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

• 07/2016 → 07/2019
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 07/2019 → 09/2020
  One Charles Private Wealth
  Scottsdale, AZ
• 10/2020 → 07/2024
  Tmd Wealth Management Llc
  Scottsdale, AZ
• 07/2024 → Present
  Kovitz Investment Group Partners, Llc
  Scottsdale, AZ
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2025-01-27 → 2026-03-20
  Northcoast Asset Management Llc
  Scottsdale, AZ
• 2024-07-29 → 2024-12-31
  Northcoast Asset Management Llc
  Scottsdale, AZ
• 2020-11-03 → 2024-07-01
  Tmd Wealth Management
  Scottsdale, AZ
• 2019-08-15 → 2020-09-30
  One Charles Private Wealth
  Scottsdale, AZ
• 2016-08-25 → 2019-07-16
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2016-08-24

Designations

• Certified Financial Planner
• Chartered Financial Consultant