Focus Asset Management LLC

Overview

Focus Asset Management LLC is an independent, individual-owned registered investment adviser operating as a limited liability company. The firm serves primarily individual and family clients and positions itself as a capital allocator that sources third-party managers in addition to managing client portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements include both a percentage-of-assets model and fixed fees. The firm does not identify as an active ESG investor and is not flagged as a multistate adviser or pension consultant in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives