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Seth David Appel

Kovitz Investment Group Partners, LLC

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About Seth David Appel

Seth Appel is a registered Investment Advisor Representative with Kovitz Investment Group Partners, LLC. Seth holds the designation of Chartered Financial Analyst. Seth has experience in the industry since July 1997 and has been with the current firm since June 2024. Seth has had several other roles in the industry including positions at Wexford Capital, Unicus Research, NorthCoast Asset Management and Independent Consultant. Seth focuses on investment advisory services for high-net-worth individuals, corporations, trusts, and other entities. The firm also provides various advisory services such as portfolio management, financial planning, and other related services.

Firm Information

Seth Appel is currently registered with Kovitz Investment Group Partners, LLC. Kovitz Investment Group Partners, LLC is a Chicago, IL-based investment advisor with over $11 billion in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, institutions, and trusts. They also offer other investment advisory services such as credit, cash, and insurance solutions, family office services, and corporate executive services. The firm has a strong track record of providing its clients with customized investment solutions that meet their specific needs and goals.
Kovitz Investment Group Partners, LLC

71 S WACKER DRIVE

CHICAGO, IL 60606

$11.29B

Assets Under Management

29

Total Clients

148

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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credit, cash and insurance solutions, family office services, corporate executive services

Credit, cash and insurance solutions, family office services, corporate executive services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Rev share w/affiliate frs and eligible credit & cash mgmt soluti

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Seth Appel’s Registration & Firm History

CT

01/06/2025 - Present

Kovitz Investment Group Partners, LLC (Greenwich CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Seth David Appel.
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