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FOCUS INVESTMENT ADVISORS, INC
CRD 109970File 801-57176
APPROVED
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$956.2M
Above cohort median (national)
Discretionary AUM
$469.3M
Non-discretionary $486.9M
Clients
36
34 accounts
Employees
7
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 10, 2000
- Principal office
- 514 VIA DE LA VALLE, SUITE 200, SOLANA BEACH, CA, 92075
- Phone
- 760-230-1880
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $956.2M
- Discretionary AUM
- $469.3M
- Non-discretionary AUM
- $486.9M
- Discretionary accounts
- 24
- Non-discretionary accounts
- 10
- Total accounts
- 34
- AUM per client
- $26.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | Fewer than 5 | $157.7M |
| Pension and profit sharing plans | 35 | $798.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.