Cooper Steven Fitz

Employer firm

Seia CRD 108163

$22.5B regulatory AUM 114 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO
• 08/2023 → Present
  Kovitz Investment Group Partners, Llc
  Chicago, IL
• 08/2019 → 05/2023
  Indiana University
  Bloomington, IN
• 01/2016 → 08/2019
  Unemployed
  Chicago, IL
• 07/2026 → Present
  Ses Llc
  Chicago, IL
• 07/2026 → Present
  Seia Llc
  Chicago, IL

Previous Registrations

• 2026-01-16 → 2026-07-27
  Focus Partners Wealth, Llc
  Chicago, IL

Other Businesses

SEIA LLC POSITION: Advisor, NATURE: RIA, INVESTMENT RELATED: Yes, NUMBER OF HOURS: 160, SECURITIES TRADING HOURS: 120, START DATE: 07/27/2026 ADDRESS: 2115 N Sedgwick St, Apt 3D, Chicago, IL 60614, United States DESCRIPTION: RIA sales & services

Designations

• Certified Financial Planner

Other Names

• Cooper Fitz