RIA Intel›Advisers›California›FOCUSED MISSION FINANCIAL LLC

FOCUSED MISSION FINANCIAL LLC

Advisory

SAN DIEGO, CA

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in CA

#3,198

of 5,480 advisers by AUM

Average account

$357K

across 181 accounts

AUM per adviser

$65M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$65M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$65M

Discretionary AUM$65M

Non-Discretionary AUM$187K

Discretionary %99.7%

Total Clients50

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

50 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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