FOCUSED FINANCES, LLC

FOCUSED FINANCES, LLC of OAKLAND, CA is an SEC-registered investment adviser (CRD 130911). Regulatory assets under management: $67.8M.

Registration

• CRD: 130911
• Type: Registered investment adviser
• Location: 1300 CLAY STREET, OAKLAND, CA, 94612
• Phone: (877) 746-7914
• Latest filing: 2026-06-02
• Regulatory AUM: $67.8M
• Discretionary AUM: $67.8M
• Non-discretionary AUM: $13K
• Clients: 1
• Accounts: 144

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130911 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search