Form ADV Part 2A and Form ADV Part 2B

Form ADV is the uniform form used by investment advisers to register with both the SEC and state securities authorities. Form ADV Part 2A requires investment advisers to prepare narrative brochures that include plain English disclosures of the adviser’s business practices, fees, conflicts of interest, and disciplinary information. The brochure is the primary disclosure document for investment advisers.

Please click this link to access Focus Partners | Advisor Solutions Form ADV Part 2A.

Please click this link to access Focus Partners | Advisor Solutions Form ADV Part 2B.

If you have any questions about the Form ADV or would like a physical copy of the document, please contact fpascompliance@focuspartners.com.

Northeast Territory

Connecticut, DC, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia

JAMES BOYLAN

Managing Director, Northeast
Home Base: Oaks, PA

Let’s Connect

267.626.4165

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West Territory

Alaska, California, Colorado, Hawaii, Idaho, Montana, New Mexico, Nevada, Oregon, Utah, Washington, Wyoming

BEN SLATER

Managing Director, West
Home Base: Denver, CO

Let’s Connect

303.815.4104

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Ben Slater Headshot

South Territory

Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, North Carolina, Oklahoma, South Carolina, Tennessee, Texas

MIKE OZBURN

Managing Director, Southeast
Home Base: Lookout Mountain, TN

Let’s Connect

404.822.4709

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Central Territory

Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, West Virginia, Wisconsin

SEAN BROOKS

Managing Director, Central
Home Base: Chicago, IL

Let’s Connect

312.219.1136

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