Focus Advisor Solutions, LLC

RIASEC RegisteredEst. 2007

Total AUM

$41.5B

Discretionary

$23.2B

56% of AUM

Avg account

$454K

Accounts

91,359

Employees

309

Advisory reps

49

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

FINTRX

Overview

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

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

Kevin Grogan
Chief Investment OfficerCRD 5691762
Jeffery Yorg
Chief Compliance OfficerCRD 5043088
Adam Birenbaum
CEOCRD 4704552

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Contacts

3 of 44

Sean Brooks
Divisional ManagerCRD 5770872
Katlyn Nielson
Registered RepresentativeCRD 5871732
William Blanchette
Relationship ManagerCRD 5128798

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 590

Active vs passive

$10.3B in ETFs

Passive

43%

$4.4B

Active

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%

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Primary office

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

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