Richard Gordon Leader

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

• 06/2006 → Present
  First Houston Capital, Inc.
  Houston, TX
• 04/2025 → Present
  Kovitz Investment Group Partners, Llc
  Houston, TX
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2025-04-01 → 2026-03-20
  Northcoast Asset Management Llc
  Houston, TX
• 2017-09-29 → 2025-04-03
  Transform Wealth, Llc
  Houston, TX
  Winston-Salem, NC
• 2006-06-19 → 2017-09-26
  First Houston Capital, Inc.
  Houston, TX
• 1999-05-25 → 2006-06-19
  Burnham Asset Management Corp
  Houston, TX
• 2006-05-02 → 2006-06-16
  Burnham Securities Inc.
  Houston, TX
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-12
• S63 Uniform Securities Agent State Law Examination
  1981-04-22

Designations

• Chartered Financial Analyst