Focused Capital Investment, LLC

RIAState Registered

Total AUM

$6M

Discretionary

$6M

100% of AUM

Avg account

$134K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Irvine, California
CRD number: 308029
Website: www.focusedcapital.net
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals68.14%
HNWI30.97%
Corporations / Businesses0.89%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Focused Capital Investment, LLC is an independent, limited liability RIA that provides financial planning and discretionary portfolio management to individuals, families, small businesses and institutional clients. The firm charges either a percentage of assets under management or fixed fees and does not act as a capital allocator. Its advisory services explicitly include financial planning and portfolio management for both private individuals/small businesses and for business or institutional accounts. The firm reports it is not an active ESG investor and does not operate as a multi-state or related adviser.