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INCOME FOCUS PORTFOLIO MANAGEMENT
Legal name: INCOME FOCUS PORTFOLIO MANAGEMENT, LLC
CRD 165477File 801-77168
APPROVED
Retail clients
Filing as of Feb 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$362.5M
Below cohort median (national)
Discretionary AUM
$362.5M
Clients
306
601 accounts
Employees
3
Above cohort median in WY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Oct 9, 2012
- Principal office
- 1110 MAPLE WAY, JACKSON, WY, 83001
- Phone
- 307-733-5100
- Website
- HTTP://WWW.INCOMEFOCUS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $362.5M
- Discretionary AUM
- $362.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 601
- Non-discretionary accounts
- 0
- Total accounts
- 601
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $2.6M |
| Charitable organizations | 3 | $3.4M |
| High net worth individuals | 83 | $256.7M |
| Individuals (other than high net worth individuals) | 213 | $99.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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.