Whitney Kathryn Spalding Spencer

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

• 02/2011 → 11/2017
  Nacsa
  Chicago, IL
• 11/2017 → 12/2021
  Brownson, Rehmus & Foxworth
  Chicago, IL
• 01/2022 → 08/2024
  Relative Value Partners, Llc
  Northbrook, IL
• 08/2024 → Present
  Kovitz Investment Group Partners, Llc
  Denver, CO
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2024-08-01 → 2026-03-20
  Northcoast Asset Management Llc
  Denver, CO
• 2024-08-01 → 2024-12-31
  Northcoast Asset Management Llc
  Denver, CO
• 2022-01-14 → 2024-08-14
  Relative Value Partners, Llc
  Denver, CO
• 2018-04-23 → 2022-01-13
  Brownson, Rehmus & Foxworth, Inc.
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-23

Designations

• Certified Financial Planner

Other Names

• Whitney Kathryn Spalding
• Whitney Spalding Spencer