| Owner | Title | From | %Ownership |
|---|---|---|---|
| Van Dusen, Lori, Ann | Chief Executive Officer | 10/2011 | < 5% |
| Zappia, Joseph, Patrick | Principal and Chief Compliance Officer | 05/2014 | < 5% |
| LVW Flynn, LLC | Member (Manager) | 01/2017 | > 75% |
| Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
| Focus Operating, LLC | Member | 01/2017 | > 75% |
| Focus Financial Partners Inc | Member | 07/2018 | > 75% |
| Pugliese, Kim, Congdon | Chief Operating Officer | 02/2019 | < 5% |
| Wagner, Jeffrey, Reed | Senior Partner and Principal | 01/2023 | < 5% |
