Focus Strategies Merchant Banking, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 172021
- Registered since
- March 2, 2015
- Website
- focus-strategies.com
Firm profile
FINTRXOverview
Focus Strategies Merchant Banking, LLC is organized as a limited liability company and has been SEC-registered since 2015. Regulatory classification in the source data lists the firm as an investment bank rather than a traditional registered investment adviser focused on discretionary asset management. Ownership is identified as a mix of a domestic entity and an individual. Available disclosures indicate the firm does not operate as a capital allocator and is not documented as an active ESG investor. It is not registered as a multi-state adviser and is not identified as a pension consultant or related adviser. The dataset does not include detail on the firm’s client segments, fee model, or specific business and advisory activities.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 10
Dulcinea Everson
Managing DirectorCRD 2508645

Jeffrey Heller
Vice President and TreasurerCRD 3139370

James Sandlin
Managing DirectorCRD 4428785
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 7600 N Capital Of Texas Hwy
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Natalliance Securities, LLC
Broker-DealerAustin, TX
DFA Securities LLC
Broker-DealerAustin, TX
Realized Financal, Inc.
Broker-DealerAustin, TX
Centerboard Securities, LLC
Broker-DealerAustin, TX
Stonecrest Capital Markets, Inc.
Broker-DealerAustin, TX
Capital Hill Group, Inc.
Broker-DealerAustin, TX