XF
XML FINANCIAL GROUP
SEC RegisteredBETHESDA, MDhttps://focusfinancialpartners.com(301) 770-5234
Assets Under Management
$1B–$5B
Employees
54
Office Locations
17 offices
Total Accounts
5987
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,057 | $1.8B |
| High Net Worth Individuals | 833 | $1.4B |
| Charitable Organizations | 22 | $26M |
| State/Municipal Entities | 13 | — |
30 total clients reported on Form ADV.
Leadership
Brett Shane Bernstein
CHIEF EXECUTIVE OFFICER
Robert David Kantor
CHIEF INVESTMENT OFFICER
Llc Focus Operating
MEMBER (MANAGER)
Llc Focus Financial Partners
MEMBER
Focus Financial Partners Inc.
MEMBER
Curtis Jeffrey Congdon
PRESIDENT
Jennifer Lara Szaro
CHIEF COMPLIANCE OFFICER
Mark Dale Samson
PRINCIPAL
Todd Kullen
CHIEF OPERATING OFFICER
Inc. Ferdinand Ffp Parent
MEMBER
Llc Ferdinand Ffp Acquisition
SHAREHOLDER, CLASS A COMMON STOCK
Lp Ferdinand Ffp Ultimate Holdings
SHAREHOLDER, CLASS B COMMON STOCK
Llc Ferdinand Ffp Intermediate Holdings
MEMBER
Lp Ferdinand Ffp Ultimate Holdings
SHAREHOLDER
L.p. Cd&r Ferdinand Holdings
PARTNER
L.p. Cd&r Ferdinand Co-Investor
PARTNER
Dubilier & Rice Fund Xii L.p. Clayton
PARTNER
Office locations
17 offices in 4 states
MD
BETHESDAHQ
CO
BRECKENRIDGE
VA
FAIRFAX
VA
ALEXANDRIA
PA
FORT WASHINGTON
Advisors at this firm
10 advisors in the directory
Sharon Lynn Abbey
Investment Adviser Representative
Brett Shane Bernstein
Investment Adviser Representative
Sharon Marie Cirillo
Investment Adviser Representative
Stephen Adam Clagett
Investment Adviser Representative
Alexandra Kantarski
Investment Adviser Representative
Robert David Kantor
Investment Adviser Representative
David B Margulies
Investment Adviser Representative
Mark Dale Samson
Investment Adviser Representative
Nicole A Treiber
Investment Adviser Representative
John Eric Wightman
Investment Adviser Representative
Regulatory & compliance
CRD number
#284987
SEC Number
801-108376
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
| Asset tier | Annual rate |
|---|---|
| First $3,000,000 | 1.00% |
| Next $1,000,000 | 0.90% |
| Next $1,000,000 | 0.80% |
| Next $1,000,000 | 0.70% |
| Next $1,000,000 | 0.60% |
| Next $1,000,000 | 0.50% |
| Next $1,000,000 | 0.40% |
| Next $1,000,000 | 0.30% |
| Next $1,000,000 | 0.20% |
| Next $1,000,000 | 0.20% |
| Next $1,000,000 | 0.20% |
| Next $1,000,000 | 0.20% |
| Next $1,000,000 | 0.20% |
| Next $5,000,000 | 0.20% |
| Above $20,000,000 | 0.10% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
focusfinancialpartners.comPhone
(301) 770-5234Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. XML FINANCIAL GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.