Bryce W. Sowitch

KOVITZ INVESTMENT GROUP PARTNERS

FORT COLLINS, CO 80525

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CRD#: 4202942

Professional summary

Bryce Walker Sowitch, AIF®, CIMA® is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Fort Collins, Colorado.

Bryce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Bryce has worked at 9 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) BAWDCO ADVISORS LLC/ INVESTMENT RELATED/ 2133 SOUTH TIMBERLINE ROAD SUITE #120 FORT COLLINS, CO 80525/ MANAGER OF IFAM CAPITAL/ MEMBER/ 10-20 HOURS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryce Walker Sowitch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CIMA^®

Certified Investment Management Analyst

Experience

Current

January 7, 2025 - Present

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Office #1: 2133 S Timberline Road, Fort Collins, CO 80525

RIA

CRD#: 282241

FORT COLLINS, CO

Past

September 5, 2024 - December 31, 2024

KOVITZ INVESTMENT GROUP PARTNERS, LLC

RIA

CRD#: 282241

Fort Collins, CO

Past

April 9, 2015 - July 3, 2024

IFAM CAPITAL

RIA

CRD#: 175084

FORT COLLINS, CO

Past

August 29, 2014 - March 24, 2015

IFM CAPITAL ADVISORS, LLC

RIA

CRD#: 169587

GREENWOOD VILLAGE, CO

Past

August 28, 2014 - December 2, 2014

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

FORT COLLINS, CO

Past

July 1, 2011 - August 28, 2014

FINANCIAL TELESIS INC

RIA

CRD#: 31012

FORT COLLINS, CO

Past

July 1, 2011 - August 28, 2014

FINANCIAL TELESIS INC

CRD#: 31012

FORT COLLINS, CO

Past

February 22, 2011 - July 6, 2011

CROWN CAPITAL SECURITIES, L.P.

CRD#: 6312

FT COLLINS, CO

Past

August 11, 2008 - February 23, 2011

TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.

CRD#: 37819

HARTFORD, CT

Past

August 25, 2004 - November 26, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

FORT COLLINS, CO

Past

August 25, 2004 - November 26, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

FORT COLLINS, CO

Past

January 30, 2004 - August 30, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FT. COLLINS, CO

Past

August 3, 2000 - August 30, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD#: 282241 / SEC#: 801-107054

RIA

Registered Investment Advisory firm - (12/24/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(1/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/2/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/2/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 4/19/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/2/2000

General Securities Representative Examination

Current Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD#: 282241 / SEC#: 801-107054

RIA

Registered Investment Advisory firm - (12/24/2015 Approved)

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Contact information

Main Address

10 S Wacker Drive Suite 2600, Chicago, IL 60606

Mailing Address

Phone number

(312) 334-7300

Established

Firm type

Fiscal year end

# of Employees

372

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KOVITZ FORM ADV PART 2A - AUGUST 2025 (11/10/2025)

KOVITZ_NORTHCOAST DBA FORM ADV PART 2A (11/10/2025)

KOVITZ WEATHERSTONE DBA DISCLOSURE BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	38,915
AUM (Assets Under Management)	$ 31,731,798,984

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/23/2025	Cover Page	Report
08/15/2024	Cover Page	Report
07/19/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Bryce W. Sowitch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryce Walker Sowitch's CRS (Customer Relationship Summary).

Certified licenses

Experience

KOVITZ INVESTMENT GROUP PARTNERS, LLC

IFAM CAPITAL

IFM CAPITAL ADVISORS, LLC

PURSHE KAPLAN STERLING INVESTMENTS

FINANCIAL TELESIS INC

FINANCIAL TELESIS INC

CROWN CAPITAL SECURITIES, L.P.

TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

KOVITZ INVESTMENT GROUP PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/2/2011

SIE

Date: 12/2/2014

Series 31

Date: 4/19/2005

Series 7

Date: 8/2/2000

Current Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KOVITZ INVESTMENT GROUP PARTNERS, LLC

TRUST BUT VERIFY

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