FOCUSED CAPITAL INVESTMENT, LLC

Overview

Focused Capital Investment, LLC is a small independent registered investment adviser that provides financial planning and discretionary portfolio management to individuals, families and a limited number of institutional/business clients. The firm’s stated preference is equities: exchange-traded equities make up the bulk of its assets under management. Fee arrangements include both percentage-of-AUM and fixed-fee structures, and the adviser operates with a straightforward investment mix that emphasizes liquid, tradable securities rather than complex proprietary products. The firm is not positioned as a capital allocator or pension consultant and does not report active ESG investing as a core practice. Advisory services focus on tailored portfolio management for individuals and small businesses as well as financial planning, with discretionary mandates representing the full extent of the firm’s reported managed assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices