Brian C. Park

KOVITZ INVESTMENT GROUP PARTNERS

Pasadena, CA 91101

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CRD#: 5736383

Professional summary

Brian C Park, CFP®, who also goes by Brian Chi-hoon Park, Brian Park, is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Pasadena, California.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brian has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Chi-Hoon Park | Brian Park

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) NorthCoast Asset Management; Investment-related; Greenwhich, CT; RIA; Senior Vice President; Start 12/2020; 160hrs per month w 0 during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian C Park'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®

CFP^®

Certified Financial Planner

Experience

Current

January 6, 2025 - Present

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Office #1: 251 South Lake Ave Suite 800, Pasadena, CA 91101

RIA

CRD#: 282241

Pasadena, CA

Past

June 3, 2024 - December 31, 2024

KOVITZ INVESTMENT GROUP PARTNERS, LLC

RIA

CRD#: 282241

Pasadena, CA

Past

November 18, 2021 - July 25, 2024

CONNECTUS WEALTH

RIA

CRD#: 310912

Pasadena, CA

Past

June 16, 2021 - November 8, 2021

NORTHCOAST ASSET MANAGEMENT LLC

RIA

CRD#: 109582

South Pasadena, CA

Past

May 13, 2021 - September 1, 2021

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

Pasadena, CA

Past

January 29, 2020 - November 30, 2020

LIDO

RIA

CRD#: 269866

LOS ANGELES, CA

Past

August 22, 2017 - January 23, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PASADENA, CA

Past

June 14, 2017 - January 23, 2020

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PASADENA, CA

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

California
(1/6/2025)

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: 8/22/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/14/2017

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

Brian C. Park

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian C Park's CRS (Customer Relationship Summary).

Certified licenses

Experience

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CONNECTUS WEALTH

NORTHCOAST ASSET MANAGEMENT LLC

QUASAR DISTRIBUTORS, LLC

LIDO

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

KOVITZ INVESTMENT GROUP PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/22/2017

SIE

Date: 10/1/2018

Series 7

Date: 6/14/2017

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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