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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest atlas
- Established Date
- 12-17-1999
- Office Locations
- 1
Office Locations
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.
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Owner & Executives
STEFAN WILLIAM COBB
Director, Managing Member
- CRD
- #1550252
- Ownership
- 75% or more
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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
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $506,547,242 | 34.0% |
| Cash | $983,297,588 | 66.0% |
| Total | $1,489,844,830 | 100.0% |