This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-17-2020
- Office Locations
- 1
Office Locations
About Focused Capital Investment, LLC
Focused Capital Investment, LLC (FCI) is a California fee-only RIA and fiduciary providing comprehensive financial planning, retirement planning, and investment management. The firm builds goal-based portfolios with an emphasis on ETFs and high-quality fixed income, and does not sell products or earn commissions. Advisory relationships are led by principal advisor John P. Dunham; custody includes Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN PATRICK DUNHAM
Chief Executive Officer, President, Principal Advisor
- CRD
- #6415140
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,013,933 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,013,933 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing