$12.5M Total AUM
$12.5M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Crest beaconNorth +more
- Established Date
- 04-24-2018
- Office Locations
- 1
Office Locations
-- Riverside IL
About Focused UP Financial, LLC
Focused Up Financial, LLC is a fee-only financial planning firm serving Chicagoland and clients across the U.S. Led by Charlie Horonzy, the practice specializes in tax-efficient retirement planning, aligning saving, withdrawal, and investment decisions to reduce tax drag over time. The firm highlights its NAPFA membership, signaling an advice-first planning relationship for individuals nearing or in retirement.
Team overview
38 AVG AGE
$12.5M AVG AUM / ADVISOR
$446.9K AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Legacy Eagle Bridge crest
Client Personas
North harbor
Custodian
Glacier vertex Atlas crest Wave fusion
Investment Themes
Bridge ridge Harbor North quantum
Investment Vehicles
Optima
Services
Harbor insight Ember Unison Value Element Value Momentum ember Legacy meridian Eagle timber
Technology
Atlas Foundation insight Fusion crest Beacon optima
Owner & Executives
Charles Thomas Horonzy
Chief Compliance Officer, Partner, PRINCIPAL
- CRD
- #6926600
- Ownership
- 75% or more
(337) 401-3158
prime.unison@elementcapital.com
in linkedin.com/in/vital-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,512,278 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,512,278 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,512,278
Public Funds:
16.5% U.S. Government/Agency:
33.0% Cash:
42.6% Equity - Exchange:
7.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $93,805,468 | 16.5% |
| U.S. Government/Agency | $187,610,936 | 33.0% |
| Cash | $242,188,663 | 42.6% |
| Equity - Exchange | $44,912,922 | 7.9% |
| Total | $568,517,989 | 100.0% |