F
CRD: 146899
Focus Advisory, LLC
Tacoma, WA
2063998225
$37.9M Total AUM
$33.5M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
18 yrs Firm Age
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- Custodian
- Altruist · Truist Bank · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-30-2008
- Office Locations
- 1
Office Locations
-- Everett WA
About Focus Advisory, LLC
Focus Advisory, LLC is a Tacoma-based RIA. The firm has been operating for 18 years. Managing $37.9M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$37.9M AVG AUM / ADVISOR
$861.4K AVG AUM / CLIENT
18.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Pathway Element delta Pathway vector
Investment Vehicles
Quantum
Services
Catalyst Value harbor Frontier ridge
Owner & Executives
M
MICHAEL BRADY SMITH MR
Partner
- CRD
- #4831018
- Ownership
- 75% or more
(900) 493-1911
optima.element@embercapital.com
in linkedin.com/in/momentum-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,500,000 | -- |
| Non-Discretionary | $4,400,000 | -- |
| Total | $37,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,900,000
Equity - Exchange:
34.6% Cash:
25.9% Corporate - Investment Grade:
13.4% Sovereign Bonds:
26.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,754,380,037 | 34.6% |
| Cash | $2,061,804,709 | 25.9% |
| Corporate - Investment Grade | $1,066,725,216 | 13.4% |
| Sovereign Bonds | $2,077,725,982 | 26.1% |
| Total | $7,960,635,944 | 100.0% |