FOCUS INVESTMENT ADVISORS, INC

RIASEC RegisteredEst. 2000

Total AUM

$956M

Discretionary

$469M

49% of AUM

Avg account

$28.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SOLANA BEACH, California
CRD number: 109970
Registered since: April 10, 2000
Website: www.focusinvestment.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans83.5%
Banking / Thrift Institutions16.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Focus Investment Advisors, Inc. is an institutionally oriented investment adviser that structures portfolios around pooled public funds and outsourced managers while also allocating to private-market and hedge strategies. The firm acts as a capital allocator for a relatively small, high‑balance client base and provides a mix of portfolio management and financial planning services for institutions and small businesses. Its advisory toolkit includes selection of other advisers and pension consulting services, which signals a willingness to construct multi‑manager solutions rather than relying solely on in‑house active stock selection. The firm is not an active ESG investor and appears to favor traditional risk/return levers supplemented by alternative exposures.