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FOCUS INVESTMENT ADVISORS, INC
CRD 109970 · SEC 801-57176
514 VIA DE LA VALLE, SUITE 200, SOLANA BEACH, CA, 92075, United States
Phone
760-230-1880
Fax
(858) 345-1803
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$956.2M
Discretionary AUM
$469.3M
Team
7 total employees; 4 advisory reps; 19 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Banking/thrift institutions | 1 | $157.7M |
| Pension/profit sharing plans | 35 | $798.5M |
States served
CA, HI
All web addresses on file
Official SEC filing: View on IAPD