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Focus Capital, LLC

Focus Capital, LLC. CRD 118068

Focus Capital, LLC logo

CRD: 118068

Focus Capital, LLC

Mount Vernon, WA
2062621222
$54.4M Total AUM
$54.4M Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
26 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Crest atlas
Established Date
12-17-1999
Office Locations
1

Office Locations

-- Mount Vernon WA

About Focus Capital, LLC

Focus Capital, LLC is a Mount Vernon, WA registered investment adviser and fiduciary providing investment management and planning aligned to each client’s goals, lifestyle objectives, and risk tolerance. The firm’s process is research-driven—combining fundamental, technical, and quantitative work to identify equity opportunities with attractive risk/reward. Portfolios are commonly implemented with ETFs and are custodied at Schwab; boutique, owner-led practice serving retail and institutional clients.

Team overview

61 AVG AGE
$54.4M AVG AUM / ADVISOR
$891.1K AVG AUM / CLIENT
26.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age

Insights

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Asset Classes

Vital Horizon peak

Client Personas

Optima signal

Custodian

Ember

Investment Themes

Value horizon Alpha Vital signal

Investment Vehicles

Vital foundation

Services

Fusion Frontier glacier

Technology

Vital fusion

Owner & Executives

STEFAN WILLIAM COBB

STEFAN WILLIAM COBB

Director, Managing Member

CRD
#1550252
Ownership
75% or more
(657) 636-9928
meridian.fusion@catalystcapital.com
in linkedin.com/in/zenith-eagle

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $54,354,549 --
Non-Discretionary $0 --
Total $54,354,549 --

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Separately Managed Accounts

Total SMA Asset: $47,126,958

$47.1M Total SMA
Equity - Exchange:
34.0%
Cash:
66.0%
Asset class Assets Assets %
Equity - Exchange $506,547,242 34.0%
Cash $983,297,588 66.0%
Total $1,489,844,830 100.0%

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