Fast-Growing RIA Carnick & Kubik Joins Focus Financial Partners
– Colorado-Based Firm Set to Utilize Partnership with Focus to Elevate its Growth Strategies –
New York, NY – April 4, 2016 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, today announced that Carnick & Kubik (‘Carnick & Kubik’), a Denver, Colorado-based registered investment advisory firm, joined Focus on April 1, 2016.
Since its inception, Carnick & Kubik has been expanding its client base rapidly, through both organic and inorganic growth. The firm was built on a foundation of minimizing conflicts of interest and offering unbiased wealth management solutions for clients. Following distinguished careers in the investment advisory, asset management and investment banking industries, and with a combined 30 years of experience, brothers Nathan and David Kubik decided to make an entrepreneurial investment in the independent advisory space in 2011. They purchased Carnick & Co., an independent RIA based in Colorado Springs, from Lead Principal Craig Carnick who now serves as President and Chief Compliance Officer at the firm. Carnick & Kubik’s client-centric model has drawn many referrals from existing clients and solidified their reputation in Colorado’s wealth management community. The firm acquired two local firms in 2015 and 2016. In addition to its Denver headquarters, Carnick & Kubik has an office in Colorado Springs.
“We are excited to join the ranks of the high caliber wealth management firms currently in the Focus partnership. We can relate to and appreciate the entrepreneurial, growth-oriented and client-centric firms that have partnered with Focus,” said Nathan Kubik, Principal at Carnick & Kubik. “Furthermore, Focus’ capital, along with its value-add programs and best practices shared among partner firms, will be invaluable to us as we continue on our growth trajectory in both M&A and attracting new clients.”
“Carnick & Kubik’s proven track record of growth, and the firm’s long-lasting relationships with clients make them a great fit for Focus,” said Rudy Adolf, Founder and CEO at Focus. “The partnership also fortifies Focus’ presence in the Colorado RIA market.”
As of April 1st, Carnick & Kubik is the third RIA firm to join Focus in 2016. In January, leading RIAs Kovitz Investment Group and Douglas C. Lane & Associates joined the partnership.
About Focus Financial Partners
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.
About Carnick & Kubik
Based in Denver and Colorado Springs, Colorado, Carnick & Kubik provides a comprehensive range of fee-only financial planning and investment advisory services for clients. For more information, please visit http://carnick.com/
Focus Financial Partners
Daijing Lin, email@example.com/+1 646 775 6412