Focus Investment Advisors, LLC

RIASEC Registered
Total AUM
$30.5M
Discretionary
$2M
7% of AUM
Avg account
$1.5M
Accounts
20
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 25%, Non-Exchange Traded Equities 20%, Investment Grade Corp Bonds 20%, US Government Bonds 15%, Non-Investment Grade Corp Bonds 15%, Cash & Cash Equivalents 5%25%
  • Exchange Traded Equities25%
  • Non-Exchange Traded Equities20%
  • Investment Grade Corp Bonds20%
  • US Government Bonds15%
  • Non-Investment Grade Corp Bonds15%

Contacts

2 of 2
  • Marcus Herndl Filho

    Investment Advisor RepresentativeCRD 8208100

  • Marcelo Alves

    Marcelo Alves

    FounderCRD 4820438

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth