Focus Advisor Solutions, LLC
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 143319
- Registered since
- February 1, 2007
- Website
- advisor.focuspartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI64.98%
- Individuals18.34%
- Other Investment Advisers14.15%
- Corporations / Businesses1.4%
- Charitable Organizations0.8%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Focus Advisor Solutions, LLC is an SEC-registered limited liability company that operates as an institutional registered investment adviser and capital allocator. Registered in 2007, the firm serves both individual and family clients as well as institutional accounts. Its advisory capabilities span financial planning, portfolio management for individuals, businesses and investment companies, selection of other advisers, pension-related consulting services, and client education through publications and seminars. The firm charges a mix of percentage-of-AUM and fixed fees (and other fee arrangements) and identifies as an active ESG investor. In 2026 AdvisorHub named the firm to its "50 RIA Firms to Watch" list.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds74%
- Cash & Cash Equivalents7%
- Exchange Traded Equities6%
- State & Local Bonds6%
- US Government Bonds5%
Owners & executives
3 of 5
Adam Birenbaum
CEOCRD 4704552
Gina Bradley
Chief Administrative OfficerCRD 5485657
Dhruv Gupta
Chief Financial OfficerCRD 6509769
Contacts
3 of 43
Matthew Miller
Associate Regional DirectorCRD 4521171
Angela Muckler
Relationship ManagerCRD 5608905
Jonathan Scheid
PresidentCRD 3150147
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 590Active vs passive
$10.3B in ETFs
43%
$4.4B
56%
$5.9B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $962M | 5,859,022 | 9.34% |
Location
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 190 Carondelet Plz
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Ascension Investment Management
RIASaint Louis, MO
Moneta Group Investment Advisors, LLC
RIASaint Louis, MO
ACR Alpine Capital Research, LLC
RIASaint Louis, MO
Plancorp, LLC
RIASaint Louis, MO
Focus Partners Wealth, LLC
RIASaint Louis, MO
Olive Street Investment Advisers, LLC
RIASaint Louis, MO