RIA IntelAdvisersSouth CarolinaCAPITAL FOCUS, INC.

CAPITAL FOCUS, INC.

Advisory

GREENVILLE, SC

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account
$510K
across 32 accounts
AUM per adviser
$16M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$16M
Discretionary %
0%
Clients
19
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$16M
Discretionary AUM$0
Non-Discretionary AUM$16M
Discretionary %0%
Total Clients19
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InSC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

SWIFTWATER CAPITAL MANAGEMENT, LP
GREENVILLE, SC
$16M
-90.3% 1Y
L. JACKSON TAYLOR
$16M
FINANCIAL PLANNERS, LLC
AIKEN, SC
$17M
FINANCIAL FREEDOM ADVISORS, LLC
$17M
MONEY POOLE...SOLUTIONS FOR LIFE, LLC
$15M
LIFEPATH ADVISORS, LLC
$18M

Get the full picture on CAPITAL FOCUS, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CAPITAL FOCUS, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans