Northcoast Asset Management LLC

• A percentage of assets under your management
• Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated July 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$4,967,977,227 as of October 2026, filing dated July 30, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Selection of other advisers (including private fund managers)
• Other

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2015 (10 years)

Employees

Total: 45. Performing investment advisory functions: 28.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

7 other offices, as of the August 2026 filing

Charlotte, NCDallas, TXDenver, COFort Worth, TXLake Oswego, ORLos Angeles, CAOrlando, FL

States registered or notice-filed

51 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $6,440,240,944 in the October 2021 data and $4,967,977,227 in the October 2026 data, down 23%.

Total employees: 83 in October 2021 and 45 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. August 2026
   • Added an office in Los Angeles, CA.
2. July 2026
   • Added an office in Denver, CO.
   • Added an office in Fort Worth, TX.
   • Added an office in Lake Oswego, OR.
   • No longer lists an office in Pasadena, CA.
   • No longer lists an office in San Diego, CA.
3. March 2026
   • Regulatory assets under management went from $31,731,798,984 to $4,967,977,227 (-84%).
   • Employees performing advisory functions went from 181 to 28.
   • Changed its legal name from Kovitz Investment Group Partners, LLC to Northcoast Asset Management LLC.
   • No longer lists the business name First Houston Capital.
   • No longer lists the business name Fort Pitt Capital Group.
   • No longer lists the business name Ifam Capital.
   • No longer lists the business name Kovitz.
   • No longer lists the business name Northcoast Asset Mangement.
   • No longer lists the business name Relative Value Partners.
   • No longer lists the business name Strategic Wealth Partners.
   • No longer lists the business name Telemus Capital.
   • No longer lists the business name TMD Wealth Management.
   • No longer lists the business name Transform Wealth.
   • No longer lists the business name Weatherstone Capital Management.
   • Added an office in Charlotte, NC.
   • Added an office in Dallas, TX.
   • Added an office in San Diego, CA.
   • No longer lists an office in Aliso Viejo, CA.
   • No longer lists an office in Ann Arbor, MI.
   • No longer lists an office in Chicago, IL.
   • No longer lists an office in Colorado Springs, CO.
   • No longer lists an office in Deerfield, IL.
   • No longer lists an office in Fort Collins, CO.
   • No longer lists an office in Greenwich, CT.
   • No longer lists an office in Greenwood Village, CO.
   • No longer lists an office in Harrisburg, PA.
   • No longer lists an office in Madison, WI.
   • No longer lists an office in Milwaukee, WI.
   • No longer lists an office in Northbrook, IL.
   • No longer lists an office in Pittsburg, PA.
   • No longer lists an office in Scottsdale, AZ.
   • No longer lists an office in Sioux Falls, SD.
   • No longer lists an office in Southfield, MI.
   • Registered or notice-filed in AK, ND, VT.
   • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.