BARTLETT & CO. WEALTH MANAGEMENT LLC

CRD #292246 SEC #801-112635 CINCINNATI, OH 513-621-4612

SEC Registered

Total AUM

$9.4B

Discretionary

$9.3B

Employees

Clients

Accounts

6,059

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Nov 17, 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
ANTENUCCI, BRIAN, FRANCIS	I	DIRECTOR	NA	Control
ANTENUCCI, BRIAN, FRANCIS	I	DIRECTOR	NA	Control
ANTENUCCI, BRIAN, FRANCIS	I	DIRECTOR	NA	Control
ANTENUCCI, BRIAN, FRANCIS	I	DIRECTOR	NA	Control
ANTENUCCI, BRIAN, FRANCIS	I	DIRECTOR	NA	Control
ANTENUCCI, BRIAN, FRANCIS	I	DIRECTOR	NA	Control
ANTENUCCI, BRIAN, FRANCIS	I	DIRECTOR	NA	Control
ANTENUCCI, BRIAN, FRANCIS	I	DIRECTOR	NA	Control
ANTENUCCI, BRIAN, FRANCIS	I	DIRECTOR	NA	Control
ANTENUCCI, BRIAN, FRANCIS	I	DIRECTOR	NA	Control
ANTENUCCI, BRIAN, FRANCIS	I	DIRECTOR	NA	Control
ANTENUCCI, BRIAN, FRANCIS	I	DIRECTOR	NA	Control
ANTENUCCI, BRIAN, FRANCIS	I	DIRECTOR	NA	Control
CALVERT, JARED, BENNETT	I	CCO	NA
CALVERT, JARED, BENNETT	I	CCO	NA
CALVERT, JARED, BENNETT	I	CCO	NA
CALVERT, JARED, BENNETT	I	CCO	NA
CALVERT, JARED, BENNETT	I	CCO	NA
CALVERT, JARED, BENNETT	I	CCO	NA
CALVERT, JARED, BENNETT	I	CCO	NA
CALVERT, JARED, BENNETT	I	CCO	NA
CALVERT, JARED, BENNETT	I	CCO	NA
CALVERT, JARED, BENNETT	I	CCO	NA
CALVERT, JARED, BENNETT	I	CCO	NA
CALVERT, JARED, BENNETT	I	CCO	NA
CALVERT, JARED, BENNETT	I	CCO	NA
DOWNING, KELLEY, JEANNETTE	I	PRESIDENT/CEO	NA	Control
DOWNING, KELLEY, JEANNETTE	I	PRESIDENT/CEO	NA	Control
DOWNING, KELLEY, JEANNETTE	I	PRESIDENT/CEO	NA	Control
DOWNING, KELLEY, JEANNETTE	I	PRESIDENT/CEO	NA	Control
DOWNING, KELLEY, JEANNETTE	I	PRESIDENT/CEO	NA	Control
DOWNING, KELLEY, JEANNETTE	I	PRESIDENT/CEO	NA	Control
DOWNING, KELLEY, JEANNETTE	I	PRESIDENT/CEO	NA	Control
DOWNING, KELLEY, JEANNETTE	I	PRESIDENT/CEO	NA	Control
DOWNING, KELLEY, JEANNETTE	I	DIRECTOR	NA	Control
DOWNING, KELLEY, JEANNETTE	I	DIRECTOR	NA	Control
DOWNING, KELLEY, JEANNETTE	I	PRESIDENT/CEO	NA	Control
DOWNING, KELLEY, JEANNETTE	I	DIRECTOR	NA	Control
DOWNING, KELLEY, JEANNETTE	I	DIRECTOR	NA	Control
DOWNING, KELLEY, JEANNETTE	I	DIRECTOR	NA	Control
DOWNING, KELLEY, JEANNETTE	I	DIRECTOR	NA	Control
DOWNING, KELLEY, JEANNETTE	I	DIRECTOR	NA	Control
DOWNING, KELLEY, JEANNETTE	I	DIRECTOR	NA	Control
DOWNING, KELLEY, JEANNETTE	I	DIRECTOR	NA	Control
DOWNING, KELLEY, JEANNETTE	I	DIRECTOR	NA	Control
DOWNING, KELLEY, JEANNETTE	I	DIRECTOR	NA	Control
GEARY, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA
GEARY, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA
GEARY, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA
GEARY, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA
GEARY, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA
GEARY, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA
GEARY, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA
GEARY, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA
GEARY, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA
GEARY, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA
GEARY, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA
GEARY, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA
GEARY, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA
GEARY, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA
GEARY, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA
GINOCCHIO, SAMUEL, NELLIS	I	CHIEF COMPLIANCE OFFICER	NA
HAGERTY, JAMES, BRIAN	I	DIRECTOR	NA	Control
HAGERTY, JAMES, BRIAN	I	DIRECTOR	NA	Control
HAGERTY, JAMES, BRIAN	I	DIRECTOR	NA	Control
HAGERTY, JAMES, BRIAN	I	DIRECTOR	NA	Control
HAGERTY, JAMES, BRIAN	I	DIRECTOR	NA	Control
HAGERTY, JAMES, BRIAN	I	DIRECTOR	NA	Control
HAGERTY, JAMES, BRIAN	I	DIRECTOR	NA	Control
HAGERTY, JAMES, BRIAN	I	DIRECTOR	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	DIRECTOR	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
HAGERTY, JAMES, BRIAN	I	CEO	NA	Control
KOLDE, CHADWICK, DAVID	I	CHIEF FINANCIAL OFFICER	NA	Control
KOLDE, CHADWICK, DAVID	I	CHIEF FINANCIAL OFFICER	NA	Control
KOLDE, CHADWICK, DAVID	I	CHIEF FINANCIAL OFFICER	NA	Control
KOLDE, CHADWICK, DAVID	I	CHIEF FINANCIAL OFFICER	NA	Control
KOLDE, CHADWICK, DAVID	I	CHIEF FINANCIAL OFFICER	NA	Control
KOLDE, CHADWICK, DAVID	I	CHIEF FINANCIAL OFFICER	NA	Control
KOLDE, CHADWICK, DAVID	I	CHIEF FINANCIAL OFFICER	NA	Control
KOLDE, CHADWICK, DAVID	I	CHIEF FINANCIAL OFFICER	NA	Control
KOLDE, CHADWICK, DAVID	I	CHIEF FINANCIAL OFFICER	NA	Control
KOLDE, CHADWICK, DAVID	I	CHIEF FINANCIAL OFFICER	NA	Control
KOLDE, CHADWICK, DAVID	I	CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER	NA	Control
KOLDE, CHADWICK, DAVID	I	CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER	NA	Control
KOLDE, CHADWICK, DAVID	I	CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER	NA	Control
MAZZOCCA, HOLLY, HIRT	I	PRESIDENT	NA	Control
MAZZOCCA, HOLLY, HIRT	I	PRESIDENT	NA	Control
MAZZOCCA, HOLLY, HIRT	I	PRESIDENT	NA	Control
MAZZOCCA, HOLLY, HIRT	I	PRESIDENT	NA	Control
MAZZOCCA, HOLLY, HIRT	I	PRESIDENT	NA	Control
MAZZOCCA, HOLLY, HIRT	I	PRESIDENT	NA	Control
MAZZOCCA, HOLLY, HIRT	I	PRESIDENT	NA	Control
MAZZOCCA, HOLLY, HIRT	I	PRESIDENT	NA	Control
MAZZOCCA, HOLLY, HIRT	I	PRESIDENT	NA	Control
MAZZOCCA, HOLLY, HIRT	I	PRESIDENT	NA	Control
MAZZOCCA, HOLLY, HIRT	I	PRESIDENT	NA	Control
MAZZOCCA, HOLLY, HIRT	I	PRESIDENT	NA	Control
MAZZOCCA, HOLLY, HIRT	I	PRESIDENT	NA	Control
Mazzocca, Holly, Hirt	I	DIRECTOR	NA	Control
Mazzocca, Holly, Hirt	I	DIRECTOR	NA	Control
Mazzocca, Holly, Hirt	I	DIRECTOR	NA	Control
Mazzocca, Holly, Hirt	I	DIRECTOR	NA	Control
Mazzocca, Holly, Hirt	I	DIRECTOR	NA	Control
Mazzocca, Holly, Hirt	I	DIRECTOR	NA	Control
Mazzocca, Holly, Hirt	I	DIRECTOR	NA	Control
Mazzocca, Holly, Hirt	I	DIRECTOR	NA	Control
Mazzocca, Holly, Hirt	I	PRESIDENT	NA	Control
Mazzocca, Holly, Hirt	I	PRESIDENT	NA	Control
Mazzocca, Holly, Hirt	I	DIRECTOR	NA	Control
Mazzocca, Holly, Hirt	I	PRESIDENT	NA	Control
Mazzocca, Holly, Hirt	I	PRESIDENT	NA	Control
Mazzocca, Holly, Hirt	I	PRESIDENT	NA	Control
Mazzocca, Holly, Hirt	I	PRESIDENT	NA	Control
Mazzocca, Holly, Hirt	I	PRESIDENT	NA	Control
Mazzocca, Holly, Hirt	I	PRESIDENT	NA	Control
Mazzocca, Holly, Hirt	I	PRESIDENT	NA	Control
Mazzocca, Holly, Hirt	I	PRESIDENT	NA	Control
Mazzocca, Holly, Hirt	I	PRESIDENT	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POHLMAN, KYLE, WILLIAM	I	DIRECTOR	NA	Control
POOLE, LORI, BETH	I	DIRECTOR	NA	Control
POOLE, LORI, BETH	I	DIRECTOR	NA	Control
POOLE, LORI, BETH	I	DIRECTOR	NA	Control
POOLE, LORI, BETH	I	DIRECTOR	NA	Control
POOLE, LORI, BETH	I	DIRECTOR	NA	Control
POOLE, LORI, BETH	I	DIRECTOR	NA	Control
POOLE, LORI, BETH	I	DIRECTOR	NA	Control
POOLE, LORI, BETH	I	DIRECTOR	NA	Control
POOLE, LORI, BETH	I	DIRECTOR	NA	Control
POOLE, LORI, BETH	I	DIRECTOR	NA	Control
POOLE, LORI, BETH	I	DIRECTOR	NA	Control
POOLE, LORI, BETH	I	DIRECTOR	NA	Control
POOLE, LORI, BETH	I	DIRECTOR	NA	Control
STEELE, THOMAS, ALLEN	I	CFO/COO/CCO	NA	Control
STEELE, THOMAS, ALLEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
STEELE, THOMAS, ALLEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
STEELE, THOMAS, ALLEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
STEELE, THOMAS, ALLEN	I	CFO/COO/CCO	NA	Control
STEELE, THOMAS, ALLEN	I	CFO/COO/CCO	NA	Control
STEELE, THOMAS, ALLEN	I	CFO/COO/CCO	NA	Control
STEELE, THOMAS, ALLEN	I	CFO/COO	NA	Control
STEELE, THOMAS, ALLEN	I	CFO/COO	NA	Control
STEELE, THOMAS, ALLEN	I	CFO/COO	NA	Control
STEELE, THOMAS, ALLEN	I	CFO/COO	NA	Control
STEELE, THOMAS, ALLEN	I	CFO/COO	NA	Control
STEELE, THOMAS, ALLEN	I	CFO/COO	NA	Control
STEELE, THOMAS, ALLEN	I	CFO/COO	NA	Control
STEELE, THOMAS, ALLEN	I	CFO/COO	NA	Control
STEELE, THOMAS, ALLEN	I	CFO/COO	NA	Control
STEELE, THOMAS, ALLEN	I	CFO/COO	NA	Control
STEELE, THOMAS, ALLEN	I	CFO/COO	NA	Control
STEELE, THOMAS, ALLEN	I	CFO/COO	NA	Control
STEELE, THOMAS, ALLEN	I	CFO/COO	NA	Control
STEELE, THOMAS, ALLEN	I	CFO/COO	NA	Control
STEELE, THOMAS, ALLEN	I	CFO/COO	NA	Control
STEELE, THOMAS, ALLEN	I	CFO/COO	NA	Control
FOCUS FORMATION HOLDINGS, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS FORMATION HOLDINGS, 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

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 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	FOCUS FINANCIAL PARTNERS 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	FOCUS FINANCIAL PARTNERS 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
FERDINANDFFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINANDFFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINANDFFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINANDFFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINANDFFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINANDFFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINANDFFP 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 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 FORMATION HOLDINGS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS FORMATION HOLDINGS, 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	FERDINANDFFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINANDFFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINANDFFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINANDFFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINANDFFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINANDFFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINANDFFP 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
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 FORMATION HOLDINGS, LLC	C	Control
TRIDENT FFP, L.P.	DE	FOCUS FORMATION HOLDINGS, LLC	C	Control
TRIDENT FFP, L.P.	DE	FOCUS OPERATING, 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

Nov 17, 2025 REGISTERED

Notice Filings (48)

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