Focus Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Focus Investments serves individual and corporate clients and provides discretionary investment advisory and portfolio management services. The brochure notes the firm manages accounts directly for individuals — a service that is uncommon among similar firms — and it does not participate in wrap fee programs.
The firm emphasizes investing primarily in corporate securities such as stocks, bonds and mutual funds, applying fundamental and economic analysis and conducting periodic account reviews triggered by market conditions or client changes. Focus recommends Charles Schwab & Co. as the brokerage platform, accepts discretionary authority from clients, and indicates it does not have custody of client funds.
Focus charges clients on a percentage-of-assets basis under a tiered schedule, a billing method that is uncommon among peers, and it does not offer performance‑based fees or advise private funds. Founded in 1995 and described as independent of other financial firms, the brochure also discloses that principals and associates may trade for their own accounts after completing client transactions.
Client services
Expertise
Fee options
$0 - $1,000,000: 2% $1,000,000+: 1%
Main office
Duluth GA
Advisors at this office
1
Most active in
Florida · Georgia
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.
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