| Owner | Title | From | %Ownership |
|---|---|---|---|
| Focus Operating, LLC | Member (Manager) | 07/2017 | > 75% |
| Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
| Hagerty, James, Brian | CEO | 01/2021 | < 5% |
| Pohlman, Kyle, William | Director | 02/2018 | < 5% |
| Mazzocca, Holly, Hirt | President | 01/2021 | < 5% |
| Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
| Geary, Kimberly, Ann | Chief Compliance Officer | 07/2022 | < 5% |
| Antenucci, Brian, Francis | Director | 02/2018 | < 5% |
| Poole, Lori, Beth | Director | 02/2018 | < 5% |
| Kolde, Chadwick, David | Chief Financial Officer | 06/2021 | < 5% |
