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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- FusionAtlas harbor +more
- Established Date
- 08-10-2004
- Office Locations
- 34
Office Locations
About Focus Financial
Focus Financial Partners is a fiduciary advice company that partners with independently managed wealth management, multi-family office, and business-management firms. Through Focus Solutions, it equips advisors with in-house and vetted third-party capabilities spanning credit/treasury, family office, risk, tax, and trust & estate planning, plus investment and business-owner valuation support—backed by capital investment and practice-management resources to drive acquisitions and succession planning.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID WILLIAM BEISSLER
Financial Advisor, General Partner
- CRD
- #4177136
- Ownership
- 10% but less than 25%
WILLIAM ROBERT BERGSTROM
Advisor
- CRD
- #1296561
- Ownership
- 10% but less than 25%
Horizon timber
Radial atlas atlas
- CRD
- #40074
- Ownership
- 33.0%
Showing 2 of 11 owners & executives
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DYLAN GARY AEIKENS
Financial Advisor
- CRD
- #6190212
CHARLES ALBERT ANDERSON
Financial Advisor
- CRD
- #3227224
Timber vector
Optima unison
- CRD
- #95762
Showing 2 of 119 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,573,904,985 | $247,960 |
| Non-Discretionary | $249,851,248 | $250,352 |
| Total | $6,823,756,233 | $248,046 |
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Separately Managed Accounts
Total SMA Asset: $6,823,756,233
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,298,077,337 | 19.5% |
| Equity - Exchange | $1,065,089,097 | 16.0% |
| Cash | $2,096,894,160 | 31.5% |
| U.S. Government/Agency | $2,196,746,264 | 33.0% |
| Total | $6,656,806,858 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL MOMENTUM RADIAL | BRIDGE NORTH | 6ZXT2VUDW | ICUY | 4.16% | $44,014,957 |
| BRIDGE CREST | RIDGE RIDGE | OPXV47H0Z | APYE | 10.46% | $65,106,888 |
| CAPITAL BRIDGE DELTA | CATALYST ZENITH | 8O9NZH7GL | AQAWI | 1.30% | $5,591,146 |
| PEAK FUSION | SUMMIT FRONTIER | C3JOFR8Z4 | THF | 12.37% | $115,509,742 |
| RADIAL UNISON CREST | RIDGE VITAL | 0J9CVCC2D | FTSEB | 4.55% | $52,404,011 |
| MOMENTUM HORIZON | PATHWAY EAGLE | ZYY24G7RT | SFOM | 7.86% | $13,330,774 |
| PATHWAY SUMMIT | PRIME BRIDGE | 2BUB6R1M9 | FAUNM | 5.89% | $105,992,577 |
| BEACON ZENITH | VALUE WAVE | EWFR4RYSX | WGXW | 7.43% | $113,144,385 |