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FOCUSED FINANCES, LLC

Advisory

OAKLAND, CA

Data as of Jun 2, 2026 · Source: SEC Form ADV

Rank in CA
#3,158
of 5,480 advisers by AUM
Average account
$471K
across 144 accounts
AUM per adviser
$68M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 2, 2026.

Total AUM
$68M
Discretionary %
100%
Clients
68
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$68M
Discretionary AUM$68M
Non-Discretionary AUM$13K
Discretionary %100%
Total Clients68
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, LA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

THE MONROE TEAM, INC
HOLLISTER, CA
$68M
TAILORED WEALTH MANAGEMENT, LLC
ROSEVILLE, CA
$68M
BLACK DOG INVESTMENTS, INC.
PALO ALTO, CA
$68M
BLACK HILL CAPITAL PARTNERS, LLC
SAN FRANCISCO, CA
$68M
-23.7% 1Y
MILLAR, TIMOTHY, PATRICK
FREMONT, CA
$68M
+9.1% 1Y
F500 ADVISORY SERVICES, INC.
NEWPORT BEACH, CA
$68M
-41.2% 1Y

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