SUMMIT FINANCIAL WEALTH ADVISORS, LLC

Legal name: SUMMIT FINANCIAL WEALTH ADVISORS

CRD #171278 SEC #801-79686 LAFAYETTE, LA 337-232-1141

SEC Registered

Total AUM

$1.4B

Discretionary

$1.4B

Employees

Clients

Accounts

2,620

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Sep 29, 2025
Branch Offices: 5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER/PARTNER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER/PARTNER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER/PARTNER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER/PARTNER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER/PARTNER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER/PARTNER	NA	Control
BROUSSARD, SUZETTE	I	CHIEF COMPLIANCE OFFICER/PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	NA	Control
DANIEL, DOUGLAS, WILLIAM	I	CONTROLLER/PARTNER	NA	Control
DANIEL, DOUGLAS, WILLIAM	I	CONTROLLER/PARTNER	NA	Control
DANIEL, DOUGLAS, WILLIAM	I	CONTROLLER/PARTNER	NA	Control
DANIEL, DOUGLAS, WILLIAM	I	CONTROLLER/PARTNER	NA	Control
DANIEL, DOUGLAS, WILLIAM	I	CONTROLLER/PARTNER	NA	Control
DANIEL, DOUGLAS, WILLIAM	I	CONTROLLER/PARTNER	NA	Control
DANIEL, DOUGLAS, WILLIAM	I	CONTROLLER/PARTNER	NA	Control
GAUTREAUX, WESLEY, ADAM	I	PARTNER/BUSINESS DEVELOPMENT	NA
GAUTREAUX, WESLEY, ADAM	I	PARTNER/BUSINESS DEVELOPMENT	NA
GAUTREAUX, WESLEY, ADAM	I	PARTNER/BUSINESS DEVELOPMENT	NA
GAUTREAUX, WESLEY, ADAM	I	PARTNER/BUSINESS DEVELOPMENT	NA
GAUTREAUX, WESLEY, ADAM	I	PARTNER/BUSINESS DEVELOPMENT	NA
GAUTREAUX, WESLEY, ADAM	I	PARTNER/BUSINESS DEVELOPMENT	NA
GAUTREAUX, WESLEY, ADAM	I	PARTNER/BUSINESS DEVELOPMENT	NA
GAUTREAUX, WESLEY, ADAM	I	PARTNER/BUSINESS DEVELOPMENT	NA
GAUTREAUX, WESLEY, ADAM	I	PARTNER/BUSINESS DEVELOPMENT	NA
GAUTREAUX, WESLEY, ADAM	I	PARTNER/BUSINESS DEVELOPMENT	NA
GAUTREAUX, WESLEY, ADAM	I	PARTNER/BUSINESS DEVELOPMENT	NA
GAUTREAUX, WESLEY, ADAM	I	PARTNER/BUSINESS DEVELOPMENT	NA
GAUTREAUX, WESLEY, ADAM	I	PARTNER/BUSINESS DEVELOPMENT	NA
GAUTREAUX, WESLEY, ADAM	I	PARTNER/BUSINESS DEVELOPMENT	NA
GAUTREAUX, WESLEY, ADAM	I	PARTNER/BUSINESS DEVELOPMENT	NA
GAUTREAUX, WESLEY, ADAM	I	PARTNER/BUSINESS DEVELOPMENT	NA
GAUTREAUX, WESLEY, ADAM	I	PARTNER/BUSINESS DEVELOPMENT	NA
GAUTREAUX, WESLEY, ADAM	I	PARTNER/BUSINESS DEVELOPMENT	NA
HEBERT, SUZETTE, BROUSSARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
HEBERT, SUZETTE, BROUSSARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
HEBERT, SUZETTE, BROUSSARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
HEBERT, SUZETTE, BROUSSARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
HEBERT, SUZETTE, BROUSSARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
HEBERT, SUZETTE, BROUSSARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
HEBERT, SUZETTE, BROUSSARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
HEBERT, SUZETTE, BROUSSARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
HEBERT, SUZETTE, BROUSSARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
HEBERT, SUZETTE, BROUSSARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
HEBERT, SUZETTE, BROUSSARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
HEBERT, SUZETTE, BROUSSARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
HEBERT, SUZETTE, BROUSSARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
HEBERT, SUZETTE, BROUSSARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
HEBERT, SUZETTE, BROUSSARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
LAMBERT, TODD, FARRELL	I	PARTNER	NA	Control
Ormond, Lena, Satge	I	IAR/PARTNER	NA	Control
Ormond, Lena, Satge	I	IAR/PARTNER	NA	Control
Ormond, Lena, Satge	I	IAR/PARTNER	NA	Control
Ormond, Lena, Satge	I	IAR/PARTNER	NA	Control
Ormond, Lena, Satge	I	IAR/PARTNER	NA	Control
Ormond, Lena, Satge	I	IAR/PARTNER	NA	Control
Ormond, Lena, Satge	I	IAR/PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	NA	Control
RAY, CHARLES, LOUIS	I	PARTNER	NA	Control
RAY, CHARLES, LOUIS	I	PARTNER	NA	Control
RAY, CHARLES, LOUIS	I	PARTNER	NA	Control
RAY, CHARLES, LOUIS	I	PARTNER	NA	Control
RAY, CHARLES, LOUIS	I	PARTNER	NA	Control
RAY, CHARLES, LOUIS	I	PARTNER	NA	Control
RAY, CHARLES, LOUIS	I	PARTNER	NA	Control
RAY, CHARLES, LOUIS	I	PARTNER	NA	Control
RAY, CHARLES, LOUIS	I	PARTNER	NA	Control
RAY, CHARLES, LOUIS	I	PARTNER	NA	Control
RAY, CHARLES, LOUIS	I	PARTNER	NA	Control
RAY, CHARLES, LOUIS	I	PARTNER	NA	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	B	Control
DANIEL, DAVID, RUSSELL	I	MANAGING PARTNER	B	Control
LAMBERT, TODD, FARRELL	I	PARTNER	B	Control
LAMBERT, TODD, FARRELL	I	PARTNER	B	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	B	Control
PHARR, MICHAEL, EDWARD	I	PARTNER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	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 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	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, 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, 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 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 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 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 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
TRIDENT VI PARALLEL FUND, L.P.	FE	TRIDENT FFP BLOCKER LLC	E	Control
TRIDENT VI PARALLEL FUND, L.P.	FE	TRIDENT FFP BLOCKER LLC	E	Control
TRIDENT VI PARALLEL FUND, L.P.	FE	TRIDENT FFP BLOCKER LLC	E	Control
TRIDENT VI PARALLEL FUND, L.P.	FE	TRIDENT FFP BLOCKER 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
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
CP FALCON AIV, LP	DE	FOCUS FINANCIAL PARTNERS, LLC	C	Control
TRIDENT FFP BLOCKER LLC	DE	TRIDENT FFP, L.P.	C	Control
TRIDENT FFP BLOCKER LLC	DE	TRIDENT FFP, L.P.	C	Control
TRIDENT FFP BLOCKER LLC	DE	TRIDENT FFP, L.P.	C	Control
TRIDENT FFP BLOCKER LLC	DE	TRIDENT FFP, L.P.	C	Control
TRIDENT FFP, L.P.	DE	FOCUS FINANCIAL PARTNERS LLC	C	Control
TRIDENT FFP, L.P.	DE	FOCUS FINANCIAL PARTNERS LLC	C	Control
TRIDENT FFP, L.P.	DE	FOCUS FINANCIAL PARTNERS LLC	C	Control
TRIDENT FFP, L.P.	DE	FOCUS FINANCIAL PARTNERS LLC	C	Control
TRIDENT VI, L.P.	FE	TRIDENT FFP, L.P.	C	Control
TRIDENT VI, L.P.	FE	TRIDENT FFP, L.P.	C	Control
TRIDENT VI, L.P.	FE	TRIDENT FFP, L.P.	C	Control
TRIDENT VI, L.P.	FE	TRIDENT FFP, L.P.	C	Control

Registrations

Federal

Sep 29, 2025 REGISTERED

Notice Filings (13)

AL AR CO FL GA LA MO MS NM OK TN TX VA

Address

1021 E. ST. MARY BLVD.
LAFAYETTE, LA 70503
United States

Phone: 337-232-1141