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CRD 277044
CENTER VALLEY, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JASON BREWER CORT | n/a | CENTER VALLEY, PA | 11 | 31 | 2 | yes |
| BRIAN CHRISTOPHER CORT | Certified Financial Planner|Chartered Financial Consultant | CENTER VALLEY, PA | 11 | 25 | 2 | yes |
| KORI RIJ LANNON | n/a | CENTER VALLEY, PA | 11 | 18 | 2 | yes |
| HERMAN LUBOMIR RIJ | n/a | CENTER VALLEY, PA | 11 | 45 | 2 | no |
| FRANCIS EDWARD LAWLER | n/a | CENTER VALLEY, PA | 8 | 16 | n/a | no |
| JONATHAN J MACK | n/a | Bethlehem, PA | 8 | 25 | 1 | no |
| PAUL Henry FRANCIS | Certified Financial Planner | CENTER VALLEY, PA | 6 | 13 | 1 | no |
| DAVID GRAHAM DECKER | n/a | CENTER VALLEY, PA | Sarasota, FL | 6 | 36 | 1 | no |
| Conor James Zellner | Certified Financial Planner | CENTER VALLEY, PA | 4 | 10 | n/a | no |
| MARK A CECCHINI | Certified Financial Planner | CENTER VALLEY, PA | 2 | 13 | 7 | no |
| Scott Christopher Kuna | n/a | CENTER VALLEY, PA | 2 | 12 | n/a | no |
| Thomas Anthony Hanvey | n/a | CENTER VALLEY, PA | 2 | 12 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CORT, BRIAN, CHRISTOPHER | CHIEF COMPLIANCE OFFICER | Na | yes | 07/2015 | Apr 1, 2026 | Apr 1, 2026 |
| CORT, JASON, BREWER | Founder | Na | yes | 07/2015 | Apr 1, 2026 | Apr 1, 2026 |
| DECKER, DAVID, GRAHAM | WEALTH ADVISOR | Na | yes | 02/2020 | Apr 1, 2026 | Apr 1, 2026 |
| FOCUS OPERATING, LLC | Member | E | yes | 07/2015 | Apr 1, 2026 | Apr 1, 2026 |
| LANNON, KORI, RIJ | Founder | Na | yes | 07/2015 | Apr 1, 2026 | Apr 1, 2026 |
| LAWLER, FRANCIS, EDWARD | CHIEF OPERATING OFFICER | Na | yes | 01/2020 | Apr 1, 2026 | Apr 1, 2026 |
| CD&R FERDINAND CO-INVESTOR, L.P. | Partner | C | yes | 08/2023 | Sep 26, 2023 | May 16, 2024 |
| CD&R FERDINAND HOLDINGS, L.P. | Partner | D | yes | 08/2023 | Sep 26, 2023 | May 16, 2024 |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | Partner | D | yes | 08/2023 | Sep 26, 2023 | May 16, 2024 |
| FERDINAND FFP ACQUISITION, LLC | SHAREHOLDER, CLASS A COMMON STOCK | E | yes | 08/2023 | Sep 26, 2023 | May 16, 2024 |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | Member | E | yes | 08/2023 | Sep 26, 2023 | May 16, 2024 |
| FERDINAND FFP PARENT, INC. | Member | E | yes | 08/2023 | Sep 26, 2023 | May 16, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | SHAREHOLDER CLASS B COMMON STOCK | E | yes | 08/2023 | Sep 26, 2023 | May 16, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | Shareholder | E | yes | 08/2023 | Sep 26, 2023 | May 16, 2024 |
| FOCUS FINANCIAL PARTNERS INC. | MANAGING MEMBER | E | yes | 07/2018 | Aug 24, 2018 | May 16, 2024 |
| FOCUS FINANCIAL PARTNERS, LLC | Member | E | yes | 01/2007 | Jul 27, 2015 | May 16, 2024 |
| RIJ, HERMAN, LUBOMIR | Founder | Na | yes | 07/2015 | Jul 27, 2015 | May 16, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| DORCHESTER WEALTH MANAGEMENT COMPANY | n/a | Former SEC adviser | $1.3B | N | no | n/a |
| FOCUS RISK SOLUTIONS, LLC | n/a | n/a | n/a | N | yes | n/a |
| QUADRANT INSURANCE WEALTH STRUCTURING, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 1, 2026 | $2.1B | $2.1B | 19 | 12 | 0 | n/a | n/a |
| 2024 | Mar 25, 2025 | $1.8B | $1.8B | 19 | 12 | 0 | n/a | n/a |
| 2023 | Mar 30, 2024 | $1.6B | $1.6B | 16 | 12 | 0 | n/a | n/a |
| 2022 | Mar 31, 2023 | $1.4B | $1.4B | 16 | 11 | 0 | n/a | n/a |
| 2021 | Mar 31, 2022 | $1.4B | $1.4B | 15 | 10 | 0 | n/a | n/a |
| 2020 | Mar 25, 2021 | $992M | $989M | 14 | 10 | 0 | n/a | n/a |
| 2019 | Feb 19, 2020 | $696M | $693M | 11 | 11 | 0 | n/a | n/a |
| 2018 | Mar 29, 2019 | $622M | $620M | 9 | 6 | 0 | n/a | n/a |
| 2017 | Mar 28, 2018 | $618M | $616M | 10 | 10 | 0 | n/a | n/a |
| 2016 | Mar 29, 2017 | $618M | $582M | 13 | 4 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $538M | $508M | 11 | 4 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.1B | $1.8B | 15.6% | $1.4B | 13.1% | 19 | 19 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| QUADRANT PRIVATE WEALTH, LLC | 4 | Aug 28, 2015 | Aug 14, 2015 | BETHLEHEM, PA | Firm absorbed | Other | 100.0% |