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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Focus Wealth Advisors LLC
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| CRD # | 165425 |
| SEC # | 801-77462 |
| CIK # | 0001845643 |
| AUM | $273.8 M (2025-02-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 713-800-7170 |
| Address | 2200 Post Oak Boulevard Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| CBTX Inc | 5.5 | ||
| Nvidia Corp | 3.9 | ||
| Microsoft Corp | 3.4 | ||
| General Electric Co | 3.4 | ||
| Apple Inc | 3.1 | ||
| American Express Co | 3.0 | ||
| VISA Inc | 2.7 | ||
| Wal Mart Stores Inc | 2.2 | ||
| Salesforce Com Inc | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 32.3 |
| (b) Individuals (high net worth individuals) | 40 | 231.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (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 | 9.6 |
| (n) Other | 0 | 0.0 |
| Total | 355 | 273.8 |
| By Discretionary | ||
| Discretionary | 352 | 270.2 |
| Non-Discretionary | 3 | 3.6 |
| Total | 355 | 273.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.8 | |
| Total | 355 | 273.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001845643] |
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|---|---|---|
|
Synergy Financial Group Ltd
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0.3 | |
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Auspicious Financial Planning LLC
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CA | 0.3 |
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MC Byrd Wealth Management LLC
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TX | 0.3 |
|
Financially in TUNE LLC
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MA | 0.3 |
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Abbot Financial Management Inc
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MA | 0.3 |
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Seneschal Advisors LLC
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WA | 0.3 |
|
Windward Private Wealth Management Inc
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KS | 0.3 |
|
Vista Finance LLC
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MO | 0.3 |
|
Pioneer Wealth Management Group Inc
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TX | 0.3 |
|
NBS Financial & Insurance Services Inc
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CA | 0.3 |