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| Focus Partners Advisor Solutions LLC
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|---|---|
| CRD # | 143319 |
| SEC # | 801-67641 |
| CIK # | 0001868872 |
| AUM | 36.41 B (2026-03-31) |
| Employees | 309 (15% Investors, 5% Brokers) |
| Phone | 314-725-0455 |
| Address | 190 Carondelet Plaza St Louis, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24,227 | 7.3 |
| (b) Individuals (high net worth individuals) | 8,569 | 23.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1,432 | 0.1 |
| (h) Charitable organizations | 195 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 61 | 4.8 |
| (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 | 201 | 0.4 |
| (n) Other | 14 | 0.0 |
| Total | 88,314 | 36.4 |
| By Discretionary | ||
| Discretionary | 40,228 | 19.5 |
| Non-Discretionary | 48,086 | 16.9 |
| Total | 88,314 | 36.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 36.4 | |
| Total | 88,314 | 36.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001868872] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.6B |
| Clients | 1,716 |
| Serves | Institutional, Retail, Research |
| LEI | 254900O1ZYW55VE9XO47 |
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|
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