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| Happy Holidays!! thanks for using AUM13F!! |
| Focus Investment Advisors Inc
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| CRD # | 109970 |
| SEC # | 801-57176 |
| CIK # | |
| AUM | $885.0 M (2025-03-20) |
| Employees | 6 (100% Investors, 83% Brokers) |
| Phone | 760-230-1880 |
| Address | 514 Via de La Valle Solana Beach, CA 92075 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 1 | 2.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 33 | 883.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 34 | 885.0 |
| By Discretionary | ||
| Discretionary | 24 | 433.0 |
| Non-Discretionary | 10 | 452.0 |
| Total | 34 | 885.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 885.0 | |
| Total | 34 | 885.0 |
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|---|---|---|
|
Principal Advised Services LLC
✚
|
IA | 0.9 |
|
Worthpointe LLC
✚
|
0.9 | |
|
Sensible Financial Planning and Management LLC
✚
|
MA | 0.9 |
|
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✚
|
LA | 0.9 |
|
CW Investment Advisers LLC
✚
|
CA | 0.9 |
|
Granite FO LLC
✚
|
0.9 | |
|
Hutchinson Capital Management
✚
|
CA | 0.9 |
|
Basecamp Wealth Advisors LLC
✚
|
WA | 0.9 |
|
Spinnaker Investment Group LLC
✚
|
CA | 0.9 |
|
Adamsbrown Wealth Consultants LLC
✚
|
KS | 0.9 |