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FOCUSED CAPITAL INVESTMENT, LLC
CRD 308029
49 STRAW FLOWER, IRVINE, CA, 92620, United States
Phone
949-732-0298
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.0M
Discretionary AUM
$6.0M
Team
2 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $4.1M |
| High net worth individuals | 18 | $1.9M |
| Corporations/business entities | 1 | $54K |
All web addresses on file
Official SEC filing: View on IAPD