Focus Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Focus Advisory, LLC is an independent registered investment adviser that provides investment management services exclusively to individual private clients; it manages roughly $38 million for a small client roster and does not offer comprehensive financial planning. Services are provided on both a discretionary and non‑discretionary basis rather than as broader financial planning engagements.
The firm follows a global asset management framework, allocating across countries and asset classes and typically implementing those allocations through mutual funds, ETFs, equities, fixed income, closed‑end funds and options. Investment decisions are guided by macroeconomic analysis and use both fundamental and technical analysis, with portfolios constructed to match each client’s suitability questionnaire, risk tolerance and any written restrictions.
Distinctive features include a requirement that clients direct brokerage and custody to a single provider (Altruist) and an explicit absence of outside business affiliations or third‑party compensation. The firm maintains daily account reviews, will not vote client proxies, and focuses on a small number of individual relationships, which supports more hands‑on oversight than firms with larger client bases.
Client services
Expertise
Fee options
0.9% to 2.0% annually (range, exact fee within range determined per client)
Fee-only: Annual investment management fee of 0.9% to 2.0% of assets under management, paid quarterly in advance; fees deducted directly from client accounts.
Main office
Everett WA
Advisors at this office
1
Most active in
Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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