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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2013
- Office Locations
- 1
Office Locations
About Focus Wealth Advisors, LLC
FOCUS Wealth Advisors, LLC is an independent Houston-based RIA providing personalized financial planning and investment advice for individuals, families, and businesses seeking an alternative to large banks. The firm builds portfolios with a strong ETF orientation alongside mutual funds and fixed income (including municipals), and supports broader wealth needs like retirement, legacy, and charitable planning. Custody through Fidelity/NFS.
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Owner & Executives
MARK ANDREW FRUGONI
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #2219734
- Ownership
- 75% or more
Annelyse D Frugoni
Chief Financial Officer, Director
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $243,624,754 | $639,435 |
| Non-Discretionary | $3,976,974 | $1,325,658 |
| Total | $247,601,728 | $644,796 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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