{"url":"https://nivawealth.com/firms/focus-advisor-solutions-143319","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/143319","regulatoryAum":41483880621,"crd":"143319","secFileNumber":"801-67641","legalName":"Focus Advisor Solutions, LLC","displayName":"Focus Advisor Solutions","website":null,"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"190 Carondelet Plaza, Suite 600","city":"ST. 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They include 23,933 other individuals, 9,302 high-net-worth individuals and 1,380 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 5 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Focus Advisor Solutions offer?","answer":"Focus Advisor Solutions provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, educational seminars and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Focus Advisor Solutions use?","answer":"Focus Advisor Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $29,166,799,123, National Financial Services LLC (Boston, MA), with $9,011,871,316 and Pershing LLC (Jersey City, NJ), with $3,243,724,634. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Focus Advisor Solutions have?","answer":"Focus Advisor Solutions has 46 investment adviser representatives registered with state securities authorities, out of 309 employees, and 46 perform investment advisory functions. 16 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Focus Advisor Solutions invest in?","answer":"At the end of its last fiscal year, Focus Advisor Solutions’ separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 6% exchange-traded equities, 6% state and local bonds, 5% U.S. government and agency bonds and 1% pooled vehicles (private funds and similar). It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Focus Advisor Solutions?","answer":"Focus Advisor Solutions is owned through a chain of holding companies by Ferdinand FFP Parent, Inc., CD&R Ferdinand Co-Investor, L.P. and Clayton, Dubilier & Rice Fund Xii, L.P. Its direct owner is Focus Operating, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 5 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Focus Advisor Solutions get paid?","answer":"Focus Advisor Solutions is paid through a percentage of assets under management, fixed fees and other arrangements. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}