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FOCUS 401 (K) GROUP, LLC
CRD 172217File 801-80065
APPROVED
Filing as of Jan 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$169.9M
Bottom 25% of cohort (national)
Discretionary AUM
$169.9M
Clients
27
27 accounts
Employees
2
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 11, 2014
- Principal office
- 16415 ADDISON ROAD, SUITE 312, ADDISON, TX, 75001
- Phone
- 214-373-4113
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $169.9M
- Discretionary AUM
- $169.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 27
- Non-discretionary accounts
- 0
- Total accounts
- 27
- AUM per client
- $6.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 27 | $169.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
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.