Focus 401 (K) Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Addison, TX. Its latest Form ADV filing, dated January 14, 2026, reports $170M in regulatory assets under management, 2 employees, and 27 accounts.
Assets Under Management
$170M
Employees
2
Offices
--
Total Clients
27
Primary office
ADDISON, TX
16415 ADDISON ROAD, SUITE 312, ADDISON, TX, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$170Mas of January 14, 2026
Discretionary100.0%
$170M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$170M
Total Accounts27
10Y AUM Change+$170M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee14:1
10Y Employee Change0 (0.0%)
* 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.