A complete list of active advisors currently associated with Capital Focus, Inc.
Warmer can help you find a great advisor at Capital Focus, Inc. or one who fits your needs even better.
Capital Focus, Inc. is a small, fee-only advisory firm that provides investment counsel and financial planning to individuals, trusts, estates and business entities, managing roughly $16.3 million for a limited client base. Services listed in the brochure include portfolio management, retirement and education planning, income tax planning and preparation, and real estate investment, development and management, with clients able to choose either percentage-of-AUM billing or hourly engagements. The firm states it accepts only non‑discretionary investment accounts, meaning client approval is required for specific trades and custody remains with client‑selected broker‑dealers; it emphasizes asset allocation, diversification and value‑oriented stock selection and uses charting, fundamental and cyclical analysis. Its stated implementation strategies range from long‑term holdings to opportunistic trading and include use of margin, option writing and arbitrage, with account reviews and performance reporting provided on at least a quarterly basis. What is noteworthy relative to peers is the firm’s stated involvement in direct real estate activities and related private real estate investments, including an affiliated real‑estate management/development business that the brochure notes represents a portion of the adviser’s time and income. Combined with the firm’s primarily non‑discretionary model and the use of nontraditional trading strategies (options, margin, arbitrage), this mix of services and activities is less common among independent solo advisers.
To learn more about the advisors currently working at Capital Focus, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Greenville, SC
| 16
|
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