Theodore Rupp
Professional summary
Theodore Rupp, who also goes by Theodore Jay Rupp, is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Chicago, Illinois.
Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Theodore has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 24, Series 27, Series 4 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Theodore Rupp's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2016 - Present
KOVITZ INVESTMENT GROUP PARTNERS, LLC
Office #1: 71 S Wacker Drive Suite 1860, Chicago, IL 60606January 4, 2016 - December 31, 2024
KOVITZ INVESTMENT GROUP PARTNERS, LLC
May 28, 2004 - November 13, 2020
KOVITZ SECURITIES, LLC
November 6, 2003 - December 31, 2015
KOVITZ INVESTMENT GROUP, LLC
August 8, 2000 - October 1, 2004
ROTHSCHILD INVESTMENT LLC
Primary Firm SEC Registration
KOVITZ INVESTMENT GROUP PARTNERS, LLC
CRD#: 282241 / SEC#: 801-107054
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/4/2016)
Exams
Current Firm
KOVITZ INVESTMENT GROUP PARTNERS, LLC
CRD#: 282241 / SEC#: 801-107054
Contact information
SEC notice filing (48 States and Territories)
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 | ||
| 08/15/2024 | ||
| 07/19/2023 |
Red Flags
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