David A. Twibell

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CRD#: 4850302

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Anthony Twibell, who also goes by David A. Twibell, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 2004. David had worked at 6 firms and has passed the Series 65 exam.

Aliases

David A. Twibell

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.

I am currently the sole owner, president, chief compliance officer, and managing member of Custom Portfolio Group LLC (CPG). CPG is a Registered Investment Advisor, registered with the SEC. The firm's headquarters is located at 9800 Pyramid Court, Suite 302, Englewood, CO 80112. CPG began operations in February 2011. I have held the offices and positions described above since CPG's inception. I currently devote over 40 hours per week to CPG including, but not limited to, the hours of 8:00 am to 5:00 pm Mountain Time, Monday through Friday each week. My duties include meeting with clients, developing new business relationships, managing client investment portfolios, providing planning-related services to clients, managing CPG's office and employees, and serving as the firm's Chief Compliance Officer.

Blog Corner

CRS (Client Relationship Summary)

November 10, 2004 - January 21, 2005

FLAGSHIP CAPITAL MANAGEMENT, LLC

RIA

CRD#: 132597

COLORADO SPRINGS, CO

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".

FOCUS PARTNERS WEALTH, LLC

CRD#: 159289 / SEC#: 801-72862

RIA

Registered Investment Advisory firm - (12/7/2011 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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 65

Date: 5/7/2010

Uniform Investment Adviser Law Examination

Current Firm

FOCUS PARTNERS WEALTH, LLC

CRD#: 159289 / SEC#: 801-72862

RIA

Registered Investment Advisory firm - (12/7/2011 Approved)

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Contact information

Main Address

190 Carondelet Plaza Suite 600, St. Louis, MO 63105

Mailing Address

Phone number

(314) 725-0455

Established

Firm type

Fiscal year end

# of Employees

1,915

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/2/2026)

ADV PART 2A APPENDIX - WRAP BROCHURE (2/2/2026)

Regulatory assets under management

Total Number of Accounts	220,585
AUM (Assets Under Management)	$ 181,862,000,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2026	Cover Page	Report
12/20/2024	Cover Page	Report
07/26/2023	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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David A. Twibell

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FOCUS PARTNERS WEALTH, LLC

NORTHCOAST ASSET MANAGEMENT LLC

TRANSFORM WEALTH, LLC

STEELE CAPITAL MANAGEMENT, INC.

CUSTOM PORTFOLIO GROUP

FLAGSHIP CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

FOCUS PARTNERS WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/7/2010

Current Firm

FOCUS PARTNERS WEALTH, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FOCUS PARTNERS WEALTH, LLC

TRUST BUT VERIFY

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