# FOCUS ADVISOR SOLUTIONS, LLC

FOCUS ADVISOR SOLUTIONS, LLC of ST. LOUIS, MO is an SEC-registered investment adviser.

## Registration

- CRD: 143319
- Type: SEC-registered investment adviser
- SEC file number: 801-67641
- Location: 190 CARONDELET PLAZA, ST. LOUIS, MO, 63105
- Phone: 314-725-0455
- Latest filing: 2026-08-05
- Regulatory AUM: $41.5B
- Discretionary AUM: $23.2B
- Non-discretionary AUM: $18.3B
- Clients: 309
- Accounts: 91,359

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Other

## Officers, owners & control persons (54)

_Showing 25 of 54 people._

| Name | Role | Location |
| --- | --- | --- |
| Dhruv Gupta | CHIEF FINANCIAL OFFICER | Boston, MA |
| Thomas Michael | PRINCIPAL | Austin, TX |
| ANDERSON A MARK | CHIEF FINANCIAL OFFICER; DIRECTOR OF ACCOUNTING; DIRECTOR OF FINANCE (+1 more) | CHICAGO, IL |
| Jonathan Joseph Scheid | PRESIDENT | — |
| Gina Kulig Bradley | CHIEF OPERATING OFFICER | — |
| Karla Anne Sullivan | GENERAL COUNSEL; SENIOR VP, SEGMENT GENERAL COUNSEL | — |
| Adam Lawrence Birenbaum | CHIEF EXECUTIVE OFFICER | — |
| Jeffery Alan Yorg | ASSOCIATE GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, FOCUS PARTNERS ADVISOR SOLUTIONS AND SA FUNDS; HEAD OF LEGAL  AND CHIEF COMPLIANCE OFFICER, FOCUS PARTNERS ADVISOR SOLUTIONS AND SA FUNDS | — |
| Kevin Andrew Grogan | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER OF SYSTEMATIC STRATEGIES | — |
| Howard Hoa Lee | MANAGING DIRECTOR | — |
| Salvatore John Papa | CHIEF LEGAL AND RISK OFFICER | — |
| Daniel Mark Anderson | CHIEF FINANCIAL OFFICER | — |
| EAGAN THELIA ANN | PRINCIPAL | — |
| SCHWEIZER BERT | CHAIRMAN OF THE EXECUTIVE COMMITTEE; MANAGING DIRECTOR; MANAGING PRINCIPAL (+1 more) | — |
| FORMAN PAUL STEVEN | DIRECTOR | — |
| ZIMMERMAN STUART J | MANAGING DIRECTOR | — |
| LEVY MONT SEASONGOOD | EXECUTIVE COMMITTEE MEMBER; EXECUTIVE COMMITTEE MEMBER, CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER (+6 more) | — |
| GOLDBERG EDWARD KARL | DIRECTOR; MANAGING PRINCIPAL | — |
| HEMPEN JOSEPH HENRY | EXECUTIVE COMMITTEE MEMBER; MANAGING DIRECTOR | — |
| GELLMAN ROBERT FREDERICK | DIRECTOR; PRINCIPAL | — |
| SHACKELFORDDAVIS SUSAN LYNN | DIRECTOR | — |
| MASEK VLADIMIR | DIRECTOR; MANAGING PRINCIPAL; MEMBER OF BOARD OF MANAGERS (+1 more) | — |
| KATZIF KENNETH ALAN | DIRECTOR; EXECUTIVE COMMITTEE MEMBER; MANAGING DIRECTOR | — |
| POTTS ALEXANDER BENNETT | CHAIR, ADVISOR SERVICES; MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHAIR, ADVISOR SERVICES; MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, PRESIDENT, BUCKINGHAM STRATEGIC PARTNERS | — |
| FERRI JUSTIN CHRISTOPHER | MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHAIR, BUCKINGHAM STRATEGIC WEALTH; MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, CHIEF OPERATING OFFICER; MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT, LLC, PRESIDENT - BUCKINGHAM WEALTH PARTNERS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143319/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143319/similar
- Related entities: https://search.stillhousedata.com/firm/143319/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143319

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.