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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-09-2012
- Office Locations
- 1
Office Locations
About Income Focus Portfolio Management
Income Focus Portfolio Management is an investment advisory firm serving retail and institutional investors through customized separate accounts. The firm manages municipal bond, equity index fund and high-dividend equity strategies, including ETF-based allocations, with an income-focused approach designed to harvest bond income without taking unreasonable credit or interest-rate risk.
Reported data analysis
What the numbers show
Between January 29, 2025 and February 12, 2026, reported AUM increased 8.5%, from $334.1M to $362.5M.
Across 5 reported observations, AUM increased 61.4% between July 12, 2022 and February 12, 2026, from $224.6M to $362.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 306 clients, or 102 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on February 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
DAVID N ELAN
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #3107755
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Arik B. Griffin
--
- CRD
- #7162737
ELIZABETH WATSON MILLET
Portfolio Manager
- CRD
- #2458321
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $362,464,641 | $603,103 |
| Non-Discretionary | $0 | -- |
| Total | $362,464,641 | $603,103 |
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Separately Managed Accounts
SMA allocation detail is available
Income Focus Portfolio Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.