Robert Allen Stone

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

• 08/2013 → 03/2024
  Telemus Capital Llc
  Southfield, MI
• 03/2024 → Present
  Kovitz Investment Group Partners, Llc
  Southfield, MI
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2025-01-08 → 2026-03-20
  Northcoast Asset Management Llc
  Southfield, MI
• 2024-03-27 → 2024-12-31
  Northcoast Asset Management Llc
  Southfield, MI
• 2013-09-13 → 2024-03-21
  Telemus Capital, Llc
  Southfield, MI
• 2010-09-01 → 2013-09-12
  Telemus Investment Management, Llc
  Southfield, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-22
• S63 Uniform Securities Agent State Law Examination
  1987-07-24