| Owner | Title | From | %Ownership |
|---|---|---|---|
| Cassaday, Stephan, Quinn | President | 11/2021 | < 5% |
| Stewart, Linda, Ann | Chief Compliance Officer | 11/2021 | < 5% |
| Krell, Christopher, Anthony | Principal | 11/2021 | < 5% |
| Young, Christopher, Michael | Principal | 11/2021 | < 5% |
| Harris, Justin, Prescott | Principal | 11/2021 | < 5% |
| Focus Operating, LLC | Member (Manager) | 11/2021 | > 75% |
| Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
| Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
