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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-1998
- Office Locations
- 1
Office Locations
About Capital Focus, Inc.
Capital Focus is a fee-only financial planning and investment management firm in Greenville, SC. The firm supports individuals and families with goals-based advice across retirement, cash flow, education, estate and income tax planning, risk management, and real estate investing. Portfolios emphasize asset allocation and diversification, with meaningful ETF and fixed-income exposure. Clients can engage via hourly consultations or ongoing AUM-based management.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
RAMON T FRANKLIN
Investment Advisor, President
- CRD
- #3068848
- Ownership
- 75% or more
BARBI COLEMAN FRANKLIN
President, TREASURER
- CRD
- --
- Ownership
- Less than 5%
Prime zenith
Legacy value
- CRD
- #41423
- Ownership
- 11.5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $16,334,518 | -- |
| Total | $16,334,518 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,334,518
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $739,427,045 | 8.6% |
| Cash | $1,530,442,024 | 17.8% |
| Corporate - Investment Grade | $2,373,044,936 | 27.6% |
| Other | $1,530,442,024 | 17.8% |
| U.S. Government/Agency | $2,424,632,870 | 28.2% |
| Total | $8,597,988,899 | 100.0% |