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| Keyboard |
| Focus Investment Advisors Inc
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|---|---|
| CRD # | 109970 |
| SEC # | 801-57176 |
| CIK # | |
| AUM | 956.2 M (2026-03-30) |
| Employees | 7 (57% Investors, 57% 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 | 157.7 |
| (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 | 35 | 798.5 |
| (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 | 956.2 |
| By Discretionary | ||
| Discretionary | 24 | 469.3 |
| Non-Discretionary | 10 | 486.9 |
| Total | 34 | 956.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 956.2 | |
| Total | 34 | 956.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 19 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Roehl & YI Investment Advisors LLC
✚
|
OR | 959.4 M |
|
Maridea Wealth Management LLC
✚
|
NY | 958.7 M |
|
Leonard Rickey Investment Advisors PLLC
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|
WA | 958.1 M |
|
Cortland Associates Inc
✚
|
MO | 958.0 M |
|
Pioneer Family Office LLC
✚
|
FL | 956.8 M |
|
Margolis Brady Raghavan Financial Inc
✚
|
TX | 956.4 M |
|
Foresight Global Investors Inc
✚
|
NY | 955.2 M |
|
Tarbox Family Office Inc
✚
|
CA | 953.7 M |
|
Slow Capital Inc
✚
|
CA | 953.3 M |
|
Builder Investment Group Inc
✚
|
GA | 952.5 M |