ADV disclosures

Focus Partners’ CRS text changed; 124 daily firm filing observations

On Nov. 12, 2026, Focus Partners Wealth, LLC had a client relationship summary text change among 124 daily firm filing observations. The date marks when documents were observed, not when they were submitted.

By Maya Chen·Edition ·1 min read

Focus Partners Wealth, LLC had a client relationship summary text change observed on Nov. 12, 2026. The latest text includes an Aug. 12, 2026 date; the prior text was dated March 31, 2025. The observation date is not a submission or processing date.

There were 124 daily firm filing observations on Nov. 12, 2026. The observed categories included 124 Part 1 observations, 53 Part 2 brochure observations and 31 client relationship summary observations. Categories overlap, and their observation does not by itself establish that a document’s substantive content changed.

D. E. Shaw & Co., L.P. had Part 1 and Part 2 brochure categories observed. Its brochure title was “D. E. Shaw & Co., L.P. Form ADV Part 2a Brochure”; the observation does not establish a substantive change to the brochure.

ADV filing observations

The appendix lists all 124 daily firm filing observations on 11/12/2026. An observation can include multiple document categories and does not by itself prove a substantive document change.

Showing rows 1–25 of 124. The CSV contains the complete table.

FirmFirm CRDObservedDocuments filed
360 IRA28978311/12/2026Part 1
Acorn Wealth Advisors, LLC17046211/12/2026Part 1; Form CRS
Alera Management Partners34122011/12/2026Part 1; Part 2 brochure; Form CRS
Alpelysium AG29021411/12/2026Part 1; Part 2 brochure; Form CRS
Altura Wealth Advisors33799811/12/2026Part 1; Form CRS
Amicus Advisors LLC33909711/12/2026Part 1
Aspire Private Wealth Counsel, LLC28258211/12/2026Part 1; Part 2 brochure; Form CRS
August Wealth Advisors LLC33932211/12/2026Part 1
Autumn Branch Capital, LLC34375111/12/2026Part 1; Part 2 brochure
Balanced Financial Advisors33027511/12/2026Part 1; Part 2 brochure
Bankshop, LLC30638711/12/2026Part 1; Part 2 brochure
Boyd Wealth Management, LLC29399011/12/2026Part 1; Part 2 brochure; Form CRS
Calabash Asset Management, LLC28779311/12/2026Part 1; Form CRS
Calamos Wealth Management LLC14349011/12/2026Part 1; Part 2 brochure
Capital Advisory Services, LLC12122711/12/2026Part 1; Part 2 brochure
Centaurus Financial, Inc.3083311/12/2026Part 1; Form CRS
Cid Capital II, Inc.16077611/12/2026Part 1; Part 2 brochure
Cloudpave34192211/12/2026Part 1; Part 2 brochure
Corient31944811/12/2026Part 1; Form CRS
Corient IA LP32626211/12/2026Part 1
Curat Global LLC29618011/12/2026Part 1; Part 2 brochure; Form CRS
D. E. Shaw & Co., L.P.10867911/12/2026Part 1; Part 2 brochure
D. E. Shaw Investment Management, L.L.C.13528411/12/2026Part 1
Digital Bridge Advisors, LLC29139411/12/2026Part 1
Dominion Fiduciary Services (Malta) Limited17335911/12/2026Part 1

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