Theodore Rupp

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

• 09/2003 → Present
  Kovitz Securities, Llc
  Chicago, IL
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO
• 01/2016 → Present
  Kovitz Investment Group Partners, Llc
  Chicago, IL

Previous Registrations

• 2016-01-04 → 2026-03-20
  Northcoast Asset Management Llc
  Stamford, CT
• 2016-01-04 → 2024-12-31
  Northcoast Asset Management Llc
  Stamford, CT
• 2003-11-06 → 2015-12-31
  Kovitz Investment Group, Llc
  Chicago, IL

Other Businesses

Chicago Capital Partners Management, LLC - 115 S. LaSalle St. 27th Floor, Chicago, IL, Exempt reporting adviser, acting as adviser solely with respect to private equity funds, President/Secretary, Jan. 2016, 80 hours per month total and during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-11-05
• S63 Uniform Securities Agent State Law Examination
  2001-12-12

Other Names

• Theodore Jay Rupp