Robert Edward Wright
Financial advisor at Northcoast Asset Management LLC · Greenwich, CT
Last updated 2026-10-10
Claim your profileRobert Edward Wright is a financial advisor at Northcoast Asset Management LLC in Greenwich, CT, CRD 5190840. Licenses and exams on the registration: Series 66. IAPD registration began 2006-10-18.
Registration
- CRD number
- 5190840
- Registration status
- Active
- IAPD registration
- 2006-10-18
- Industry Experience
- 19 years
- Work Experience
- 18 years
- States registered
- CT
Licenses and exams
- Series 66
Work history
- 2008-05 to 2021-10 · Northcoast Asset Management LLC · Greenwich, CT
- 2021-11 to 2024-06 · Connectus Wealth · Greenwich, CT
- 2024-06 to Present · Kovitz Investment Group Partners, LLC · Greenwich, CT
Current employment
- Northcoast Asset Management LLC · Stamford, CT
Northcoast Asset Management LLC
- Regulatory AUM
- $4,967,977,227
- Registered advisors
- 31
- Offices
- 15
- Clients per advisor
- 144.7 (High)
- Average AUM per client
- $1.1M (Low)
- High-net-worth client ratio
- 27.0% (Moderate)
Northcoast Asset Management LLC: advisors, services and reported ETF investments
About
Robert Edward Wright is a financial advisor at Northcoast Asset Management LLC in Greenwich, CT. Reported securities licenses include Series 66. The latest record indicates 19 years of industry experience and 18 years of reported work history.
Northcoast Asset Management LLC's firm-level Form ADV reports 31 advisors across 15 offices; approximately 144.7 clients per advisor, average assets per client of $1,107,440, and regulatory AUM of $5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Other investment advisers, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, and Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $1.5B across 120 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Robert Edward Wright personally.
Reported ETF positions
Northcoast Asset Management reports 120 ETF positions worth $1.5B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPY — SPDR S&P 500 ETF TRUST | $246.2M |
| IVV — iShares Core S&P 500 ETF | $171.1M |
| SPHQ — Invesco S&P 500 Quality ETF | $113.5M |
| IBTG — iShares iBonds Dec 2026 Term Treasury ETF | $79.2M |
| IBTH — iShares iBonds Dec 2027 Term Treasury ETF | $72.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Northcoast Asset Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $16.9M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $16.9M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $27.8M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $50.7M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Northcoast Asset Management LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Other
Business and affiliations
- Other Financial Product Salesperson
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
One Greenwich Office Park, Greenwich, CT 06831
15 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (203) 532-7000
- Website: northcoastam.com
Official record
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