SOLANA BEACH, CACRD 109970Latest ADV March 30, 2026
Focus Investment Advisors, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Solana Beach, CA. Its latest Form ADV filing, dated March 30, 2026, reports $956M in regulatory assets under management, 7 employees, and 34 accounts.
Assets Under Management
$956M
Employees
7
Offices
--
Total Clients
36
Primary office
SOLANA BEACH, CA
514 VIA DE LA VALLE, SUITE 200, SOLANA BEACH, CA, United States
Top client segmentPension Plans represent 97.2% of total clients.
Top client categories% of clientsClients
1
Pension Plans
97.2%
35
2
Banks
2.8%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$956Mas of March 30, 2026
Discretionary49.1%
$469M
49% of total RAUM49.1%
Non-discretionary50.9%
$487M
51% of total RAUM50.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$956M
Total Accounts34
10Y AUM Change+$565M (+144.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee5:1
10Y Employee Change+3 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.