Focus Investment Advisors, LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 157186
- Custodians
- EFG, JEFFERIES LLC, XP SECURITIES LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Focus Investment Advisors, LLC is an independent, owner-operated registered investment adviser that manages portfolios for individual and family clients. The firm operates as a limited liability company and bills clients primarily on a percentage-of-AUM basis (with other fee arrangements possible). Its stated advisory activity centers on portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not describe itself as a pension consultant or related adviser.
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
- Exchange Traded Equities25%
- Non-Exchange Traded Equities20%
- Investment Grade Corp Bonds20%
- US Government Bonds15%
- Non-Investment Grade Corp Bonds15%
Contacts
2 of 2Marcus Herndl Filho
Investment Advisor RepresentativeCRD 8208100

Marcelo Alves
FounderCRD 4820438
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 40 Sw 13th St
- Time zone
- ET (UTC-5)
- Office locations
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