Unclaimed Profile

Harold William Gianopulos

KOVITZ INVESTMENT GROUP, LLC·CHICAGO, Illinois

SIE, Series 7, Series 24, Series 63CFP24 years registeredKOVITZ INVESTMENT GROUP, LLC

115 S. LASALLE ST., CHICAGO, IL 60603CRD# 1743800Firm CRD# 127880

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Harold William Gianopulos · CHICAGO, IL

Registration

CRD #1743800 · KOVITZ INVESTMENT GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jan 2026 – present

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Jan 2016 – Dec 2024

NAPLES, FL

NORTHCOAST ASSET MANAGEMENT LLC

Jan 2016 – Mar 2026

NAPLES, FL

KOVITZ INVESTMENT GROUP, LLC

Apr 2005 – Dec 2015

CHICAGO, IL

HARRISDIRECT LLC

Mar 2002 – May 2005

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · March 11, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

2026Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

KOVITZ INVESTMENT GROUP, LLC

CRD 127880 · SEC 801-62239

AUM

$3.1B

Regulatory assets under management

Employees

3,030 client accounts

Services offered by KOVITZ INVESTMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at KOVITZ INVESTMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Harold William Gianopulos offer?

Harold William Gianopulos specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Harold William Gianopulos's credentials?

Harold William Gianopulos holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Harold William Gianopulos located?

Harold William Gianopulos is based in CHICAGO, Illinois, working with KOVITZ INVESTMENT GROUP, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Harold William Gianopulos charge for services?

Harold William Gianopulos's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KOVITZ INVESTMENT GROUP, LLC?

KOVITZ INVESTMENT GROUP, LLC has approximately 50 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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