ANCORA FAMILY WEALTH ADVISORS, LLC

CRD #124845 SEC #801-61942 CLEVELAND, OH 216-825-4000

SEC Registered

Total AUM

$3.2B

Discretionary

$3.2B

Employees

Clients

101

Accounts

4,083

Firm Details

Organization Type: Limited Liability Company
State of Formation: Ohio
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 21, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BARTELS, JOHN, GREGORY	I	PRESIDENT	NA	Control
BARTELS, JOHN, GREGORY	I	PRESIDENT	NA	Control
BARTELS, JOHN, GREGORY	I	PRESIDENT	NA	Control
BARTELS, JOHN, GREGORY	I	PRESIDENT	NA	Control
BARTELS, JOHN, GREGORY	I	PRESIDENT	NA	Control
BARTELS, JOHN, GREGORY	I	PRESIDENT	NA	Control
BARTELS, JOHN, GREGORY	I	PRESIDENT	NA	Control
BARTELS, JOHN, GREGORY	I	PRESIDENT	NA	Control
BARTELS, JOHN, GREGORY	I	PRESIDENT	NA	Control
BARTELS, JOHN, GREGORY	I	PRESIDENT	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
DISANTO, FREDERICK, DAVID	I	CHAIRMAN & CHIEF EXECUTIVE OFFICER	NA	Control
ESSNER, HOWARD, SCOTT	I	COO	NA
ESSNER, HOWARD, SCOTT	I	COO	NA
ESSNER, HOWARD, SCOTT	I	MANAGING DIRECTOR, GENERAL COUNSEL	NA	Control
ESSNER, HOWARD, SCOTT	I	COO	NA
ESSNER, HOWARD, SCOTT	I	MANAGING DIRECTOR, GENERAL COUNSEL	NA	Control
ESSNER, HOWARD, SCOTT	I	GENERAL COUNSEL	NA	Control
ESSNER, HOWARD, SCOTT	I	GENERAL COUNSEL	NA	Control
ESSNER, HOWARD, SCOTT	I	GENERAL COUNSEL	NA	Control
ESSNER, HOWARD, SCOTT	I	GENERAL COUNSEL	NA	Control
ESSNER, HOWARD, SCOTT	I	GENERAL COUNSEL	NA	Control
ESSNER, HOWARD, SCOTT	I	GENERAL COUNSEL	NA	Control
ESSNER, HOWARD, SCOTT	I	GENERAL COUNSEL	NA	Control
ESSNER, HOWARD, SCOTT	I	GENERAL COUNSEL	NA	Control
ESSNER, HOWARD, SCOTT	I	GENERAL COUNSEL	NA	Control
ESSNER, HOWARD, SCOTT	I	GENERAL COUNSEL	NA	Control
ESSNER, HOWARD, SCOTT	I	GENERAL COUNSEL	NA	Control
GEERS, JASON, P	I	DIRECTOR OF COMPLIANCE	NA
GEERS, JASON, P	I	DIRECTOR OF COMPLIANCE	NA	Control
GEERS, JASON, P	I	DIRECTOR OF COMPLIANCE	NA	Control
GEERS, JASON, P	I	DIRECTOR OF COMPLIANCE	NA	Control
GEERS, JASON, P	I	DIRECTOR OF COMPLIANCE	NA	Control
GEERS, JASON, P	I	DIRECTOR OF COMPLIANCE	NA	Control
GEERS, JASON, P	I	DIRECTOR OF COMPLIANCE	NA	Control
GEERS, JASON, P	I	DIRECTOR OF COMPLIANCE	NA	Control
GEERS, JASON, P	I	DIRECTOR OF COMPLIANCE	NA	Control
GEERS, JASON, P	I	CHIEF COMPLIANCE OFFICER	NA	Control
GEERS, JASON, P	I	CHIEF COMPLIANCE OFFICER	NA	Control
GEERS, JASON, P	I	CHIEF COMPLIANCE OFFICER	NA	Control
GEERS, JASON, P	I	CHIEF COMPLIANCE OFFICER	NA	Control
GEERS, JASON, P	I	CHIEF COMPLIANCE OFFICER	NA	Control
GEERS, JASON, P	I	CHIEF COMPLIANCE OFFICER	NA	Control
GEERS, JASON, P	I	CHIEF COMPLIANCE OFFICER	NA	Control
GEERS, JASON, P	I	CHIEF COMPLIANCE OFFICER	NA	Control
GEERS, JASON, P	I	CHIEF COMPLIANCE OFFICER	NA	Control
Garrett, Brittney, Jean	I	CHIEF FINANCIAL OFFICER	NA	Control
Garrett, Brittney, Jean	I	CHIEF FINANCIAL OFFICER	NA	Control
Garrett, Brittney, Jean	I	CHIEF FINANCIAL OFFICER	NA	Control
Garrett, Brittney, Jean	I	CHIEF FINANCIAL OFFICER	NA	Control
Garrett, Brittney, Jean	I	CHIEF FINANCIAL OFFICER	NA	Control
Garrett, Brittney, Jean	I	CHIEF FINANCIAL OFFICER	NA	Control
Garrett, Brittney, Jean	I	CHIEF FINANCIAL OFFICER	NA	Control
Garrett, Brittney, Jean	I	CHIEF FINANCIAL OFFICER	NA	Control
Garrett, Brittney, Jean	I	CHIEF FINANCIAL OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
MICKLITSCH, JOHN, PEWTERS	I	CHIEF INVESTMENT OFFICER	NA	Control
OEDER, KIM, LEMAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
OEDER, KIM, LEMAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
OEDER, KIM, LEMAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
OEDER, KIM, LEMAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
OEDER, KIM, LEMAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
OEDER, KIM, LEMAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
OEDER, KIM, LEMAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
OEDER, KIM, LEMAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
OEDER, KIM, LEMAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
Oeder, Kim, Lemar	I	CHIEF COMPLIANCE OFFICER	NA	Control
Oeder, Kim, Lemar	I	CHIEF COMPLIANCE OFFICER	NA	Control
RENNER, RICHARD, BECK	I	MEMBER/PRINCIPAL	NA	Control
RENNER, RICHARD, BECK	I	MEMBER/PRINCIPAL	NA	Control
RENNER, RICHARD, BECK	I	MEMBER/PRINCIPAL	NA	Control
RENNER, RICHARD, BECK	I	MEMBER/PRINCIPAL	NA	Control
RENNER, RICHARD, BECK	I	MEMBER/PRINCIPAL	NA	Control
RENNER, RICHARD, BECK	I	MEMBER/PRINCIPAL	NA	Control
RENNER, RICHARD, BECK	I	MEMBER/PRINCIPAL	NA	Control
RENNER, RICHARD, BECK	I	MEMBER/PRINCIPAL	NA	Control
RENNER, RICHARD, BECK	I	MEMBER/PRINCIPAL	NA	Control
RENNER, RICHARD, BECK	I	MEMBER/PRINCIPAL	NA	Control
RENNER, RICHARD, BECK	I	MEMBER/PRINCIPAL	NA	Control
RENNER, RICHARD, BECK	I	PRESIDENT	NA	Control
RENNER, RICHARD, BECK	I	MEMBER/PRINCIPAL	NA	Control
RENNER, RICHARD, BECK	I	PRESIDENT	NA	Control
RENNER, RICHARD, BECK	I	PRESIDENT	NA	Control
RENNER, RICHARD, BECK	I	PRESIDENT	NA	Control
RENNER, RICHARD, BECK	I	PRESIDENT	NA	Control
RENNER, RICHARD, BECK	I	PRESIDENT	NA	Control
RENNER, RICHARD, BECK	I	PRESIDENT	NA	Control
RENNER, RICHARD, BECK	I	PRESIDENT	NA	Control
RENNER, RICHARD, BECK	I	PRESIDENT	NA	Control
RENNER, RICHARD, BECK	I	PRESIDENT	NA	Control
RENNER, RICHARD, BECK	I	PRESIDENT	NA	Control
RENNER, RICHARD, BECK	I	PRESIDENT	NA	Control
RENNER, RICHARD, BECK	I	PRESIDENT	NA	Control
RENNER, ROBERT, REEVE	I	CHIEF COMPLIANCE OFFICER	NA
RENNER, ROBERT, REEVE	I	CHIEF COMPLIANCE OFFICER	NA
RENNER, ROBERT, REEVE	I	CHIEF COMPLIANCE OFFICER	NA
RENNER, ROBERT, REEVE	I	CHIEF COMPLIANCE OFFICER	NA
RENNER, ROBERT, REEVE	I	CHIEF COMPLIANCE OFFICER	NA
RENNER, ROBERT, REEVE	I	CHIEF COMPLIANCE OFFICER	NA
RENNER, ROBERT, REEVE	I	CHIEF COMPLIANCE OFFICER	NA
RENNER, ROBERT, REEVE	I	CHIEF COMPLIANCE OFFICER	NA
RENNER, ROBERT, REEVE	I	CHIEF COMPLIANCE OFFICER	NA
RENNER, ROBERT, REEVE	I	CHIEF COMPLIANCE OFFICER	NA
RENNER, ROBERT, REEVE	I	CHIEF COMPLIANCE OFFICER	NA
RENNER, ROBERT, REEVE	I	CHIEF COMPLIANCE OFFICER	NA
RENNER, ROBERT, REEVE	I	CHIEF COMPLIANCE OFFICER	NA
RENNER, ROBERT, REEVE	I	CHIEF COMPLIANCE OFFICER	NA
RENNER, ROBERT, REEVE	I	CHIEF COMPLIANCE OFFICER	NA
RENNER, ROBERT, REEVE	I	CHIEF COMPLIANCE OFFICER	NA
RENNER, ROBERT, REEVE	I	CHIEF COMPLIANCE OFFICER	NA
RENNER, ROBERT, REEVE	I	CHIEF COMPLIANCE OFFICER	NA
SANTELLI, MICHAEL, ENRICO	I	CO-CIO	NA
SANTELLI, MICHAEL, ENRICO	I	CO-CIO	NA
SANTELLI, MICHAEL, ENRICO	I	CO-CIO	NA
SPIDALIERI, JOSEPH, MICHAEL	I	CHIEF OPERATING OFFICER	NA
SPIDALIERI, JOSEPH, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
SPIDALIERI, JOSEPH, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
SPIDALIERI, JOSEPH, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
SPIDALIERI, JOSEPH, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
SPIDALIERI, JOSEPH, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
SPIDALIERI, JOSEPH, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
SPIDALIERI, JOSEPH, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
SPIDALIERI, JOSEPH, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
SPIDALIERI, JOSEPH, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
SPIDALIERI, JOSEPH, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
ZUCKER, BRADLEY, ALAN	I	CHIEF FINANCIAL OFFICER	NA
ZUCKER, BRADLEY, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
ZUCKER, BRADLEY, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
ZUCKER, BRADLEY, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
ZUCKER, BRADLEY, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
ZUCKER, BRADLEY, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
INVERNESS HOLDINGS LLC	DE	MEMBER	E	Control
INVERNESS HOLDINGS LLC	DE	MEMBER	E	Control
INVERNESS HOLDINGS LLC	DE	MEMBER	E	Control
INVERNESS HOLDINGS LLC	DE	MEMBER	E	Control
INVERNESS HOLDINGS LLC	DE	MEMBER	E	Control
INVERNESS HOLDINGS LLC	DE	MEMBER	E	Control
INVERNESS HOLDINGS LLC	DE	MEMBER	E	Control
INVERNESS HOLDINGS LLC	DE	MEMBER	E	Control
INVERNESS HOLDINGS LLC	DE	MEMBER	E	Control
INVERNESS HOLDINGS LLC	DE	MEMBER	E	Control
INVERNESS HOLDINGS LLC	DE	MEMBER	E	Control
RENNER, RICHARD, BECK	I	MEMBER/MEMBER	E	Control
RENNER, RICHARD, BECK	I	MEMBER/MEMBER	E	Control
RENNER, RICHARD, BECK	I	MEMBER/MEMBER	E	Control
RENNER, RICHARD, BECK	I	MEMBER/MEMBER	E	Control
RENNER, RICHARD, BECK	I	MEMBER/MEMBER	E	Control
RENNER, RICHARD, BECK	I	MEMBER/MEMBER	E	Control
VAN FOSSEN, JEFFREY, CHARLES	I	CO-CIO	B
VAN FOSSEN, JEFFREY, CHARLES	I	CO-CIO	B
VAN FOSSEN, JEFFREY, CHARLES	I	CO-CIO	B

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
ANCORA HOLDINGS GROUP, LLC	DE	INVERNESS HOLDINGS LLC	E	Control
ANCORA HOLDINGS GROUP, LLC	DE	INVERNESS HOLDINGS LLC	E	Control
ANCORA HOLDINGS GROUP, LLC	DE	INVERNESS HOLDINGS LLC	E	Control
ANCORA HOLDINGS GROUP, LLC	DE	INVERNESS HOLDINGS LLC	E	Control
ANCORA HOLDINGS GROUP, LLC	DE	INVERNESS HOLDINGS LLC	E	Control
ANCORA HOLDINGS GROUP, LLC	DE	INVERNESS HOLDINGS LLC	E	Control
ANCORA HOLDINGS GROUP, LLC	DE	INVERNESS HOLDINGS LLC	E	Control
ANCORA HOLDINGS GROUP, LLC	DE	INVERNESS HOLDINGS LLC	E	Control
ANCORA HOLDINGS GROUP, LLC	DE	INVERNESS HOLDINGS LLC	E	Control
ANCORA HOLDINGS GROUP, LLC	DE	INVERNESS HOLDINGS LLC	E	Control
ANCORA HOLDINGS, INC.	DE	INVERNESS INVESTMENT GROUP, LLC	E	Control
ANCORA HOLDINGS, INC.	DE	INVERNESS INVESTMENT GROUP, LLC	E	Control
ANCORA HOLDINGS, INC.	DE	INVERNESS INVESTMENT GROUP, LLC	E	Control
ANCORA HOLDINGS, INC.	DE	INVERNESS INVESTMENT GROUP, LLC	E	Control
ANCORA HOLDINGS, INC.	DE	INVERNESS INVESTMENT GROUP, LLC	E	Control
ANCORA HOLDINGS, INC.	DE	INVERNESS INVESTMENT GROUP, LLC	E	Control
ANCORA HOLDINGS, INC.	DE	INVERNESS INVESTMENT GROUP, LLC	E	Control
ANCORA HOLDINGS, INC.	DE	INVERNESS INVESTMENT GROUP, LLC	E	Control
ANCORA HOLDINGS, INC.	DE	INVERNESS INVESTMENT GROUP, LLC	E	Control
ANCORA HOLDINGS, INC.	DE	INVERNESS INVESTMENT GROUP, LLC	E	Control
ANCORA HOLDINGS, INC.	DE	INVERNESS INVESTMENT GROUP, LLC	E	Control
ANCORA HOLDINGS, INC.	DE	INVERNESS INVESTMENT GROUP, LLC	E	Control
ANCORA HOLDINGS, INC.	DE	INVERNESS INVESTMENT GROUP, LLC	E	Control
BARTELS, JOHN, GREGORY	I	INDEPENDENT ADVISORS, INC.	E	Control
BARTELS, JOHN, GREGORY	I	INDEPENDENT ADVISORS, INC.	E	Control
BARTELS, JOHN, GREGORY	I	INDEPENDENT ADVISORS, INC.	E	Control
BARTELS, JOHN, GREGORY	I	INDEPENDENT ADVISORS, INC.	E	Control
BARTELS, JOHN, GREGORY	I	INDEPENDENT ADVISORS, INC.	E	Control
BARTELS, JOHN, GREGORY	I	INDEPENDENT ADVISORS, INC.	E	Control
BARTELS, JOHN, GREGORY	I	INDEPENDENT ADVISORS, INC.	E	Control
BARTELS, JOHN, GREGORY	I	INDEPENDENT ADVISORS, INC.	E	Control
BARTELS, JOHN, GREGORY	I	INDEPENDENT ADVISORS, INC.	E	Control
BARTELS, JOHN, GREGORY	I	INDEPENDENT ADVISORS, INC.	E	Control
BARTELS, JOHN, GREGORY	I	INDEPENDENT ADVISORS, INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS OPERATING, LLC	DE	ANCORA HOLDINGS GROUP, LLC	E	Control
FOCUS OPERATING, LLC	DE	ANCORA HOLDINGS GROUP, LLC	E	Control
FOCUS OPERATING, LLC	DE	ANCORA HOLDINGS GROUP, LLC	E	Control
FOCUS OPERATING, LLC	DE	ANCORA HOLDINGS GROUP, LLC	E	Control
FOCUS OPERATING, LLC	DE	ANCORA HOLDINGS GROUP, LLC	E	Control
FOCUS OPERATING, LLC	DE	ANCORA HOLDINGS GROUP, LLC	E	Control
FOCUS OPERATING, LLC	DE	ANCORA HOLDINGS GROUP, LLC	E	Control
FOCUS OPERATING, LLC	DE	ANCORA HOLDINGS GROUP, LLC	E	Control
FOCUS OPERATING, LLC	DE	ANCORA HOLDINGS GROUP, LLC	E	Control
FOCUS OPERATING, LLC	DE	ANCORA HOLDINGS GROUP, LLC	E	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
INDEPENDENT ADVISORS, INC.	DE	INVERNESS HOLDINGS, LLC	C	Control
INDEPENDENT ADVISORS, INC.	DE	INVERNESS HOLDINGS, LLC	C	Control
INDEPENDENT ADVISORS, INC.	DE	INVERNESS HOLDINGS, LLC	C	Control
INDEPENDENT ADVISORS, INC.	DE	INVERNESS HOLDINGS, LLC	C	Control
INDEPENDENT ADVISORS, INC.	DE	INVERNESS HOLDINGS, LLC	C	Control
INDEPENDENT ADVISORS, INC.	DE	INVERNESS HOLDINGS, LLC	C	Control
INDEPENDENT ADVISORS, INC.	DE	INVERNESS HOLDINGS, LLC	C	Control
INDEPENDENT ADVISORS, INC.	DE	INVERNESS HOLDINGS, LLC	C	Control
INDEPENDENT ADVISORS, INC.	DE	INVERNESS HOLDINGS, LLC	C	Control
INDEPENDENT ADVISORS, INC.	DE	INVERNESS HOLDINGS, LLC	C	Control
INDEPENDENT ADVISORS, INC.	DE	INVERNESS HOLDINGS, LLC	C	Control
RENNER, RICHARD, BECK	I	INVERNESS HOLDINGS, LLC	C	Control
RENNER, RICHARD, BECK	I	INVERNESS HOLDINGS, LLC	C	Control
RENNER, RICHARD, BECK	I	INVERNESS HOLDINGS, LLC	C	Control
RENNER, RICHARD, BECK	I	INVERNESS HOLDINGS, LLC	C	Control
RENNER, RICHARD, BECK	I	INVERNESS HOLDINGS, LLC	C	Control
RENNER, RICHARD, BECK	I	INVERNESS HOLDINGS, LLC	C	Control
RENNER, RICHARD, BECK	I	INVERNESS HOLDINGS, LLC	C	Control
RENNER, RICHARD, BECK	I	INVERNESS HOLDINGS, LLC	C	Control
RENNER, RICHARD, BECK	I	INVERNESS HOLDINGS, LLC	C	Control
RENNER, RICHARD, BECK	I	INVERNESS HOLDINGS, LLC	C	Control
RENNER, RICHARD, BECK	I	INVERNESS HOLDINGS, LLC	C	Control

Registrations

Federal

Mar 21, 2025 REGISTERED

Notice Filings (25)

AZ CA CO CT FL GA IL IN KY MA MD MI MN MT NC NH NJ NY OH PA SC SD TX VA WI

Address

6060 PARKLAND BOULEVARD
SUITE 200
CLEVELAND, OH 44124
United States

Phone: 216-825-4000