Focus Advisory, LLC

Overview

Focus Advisory, LLC is a small, individual-owned registered advisory firm that provides fee-based portfolio management primarily for individual and family clients and small businesses. The firm charges a percentage-of-assets fee and focuses on discretionary portfolio management while maintaining a portion of assets under non-discretionary oversight. It does not market itself as an ESG investor, is not multi-state registered for advisory activities, and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices