Focus Investment Advisors, Inc

$956.2MAssets under management
as of Mar 2026 · SEC Form ADV
Solana Beach, CA
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Tech stack

No one at Focus Investment Advisors, Inc has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Focus Investment Advisors, Inc's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Central Pacific Bank
Per Form ADV · $370M held · filed Dec 2024
First Hawaiian Bank
Per Form ADV · $156M held · filed Dec 2024
Schwab
Per Form ADV · $10M held · filed Dec 2024
Bank of Montreal
Per Form ADV · $9M held · filed Dec 2024