CAPITAL FOCUS, INC.

Overview

Capital Focus, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients, with a service emphasis on financial planning and portfolio management for individuals and small businesses. The firm operates under a fee model that combines a percentage of assets under management with hourly charges, and it is categorized as an adviser that does not act as a capital allocator — instead it blends discretionary guidance with client-directed (non‑discretionary) relationships. Investment activity centers on public equities, with a clear preference for exchange‑traded instruments. The firm also uses third‑party managers and product providers for alternative exposures and mutual funds. Business activities include other financial product sales, and the firm does not position itself as an active ESG investor or a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices