FOCUSPOINT SOLUTIONS, INC.
Latest filing: Jun 09, 2025 (92 days ago)
AUM
$6,775,817,494
35% change vs. 1 year ago
32% change vs. 3 years ago
70% change vs. 5 years ago
222% change vs. 10 years ago
Employee Count
40
0% change vs. 1 year ago
-7% change vs. 3 years ago
29% change vs. 5 years ago
67% change vs. 10 years ago
Main Office
PORTLAND, OR
3395 SW GARDEN VIEW AVENUE, PORTLAND, OR, UNITED STATES, 97225
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $6.8 |
| Total | $6.8 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $6.8 |
| Total | $6.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $4.5 |
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $6.8 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $6.8 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 20% | $1.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.1 |
| Municipal | 1% | $0.1 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.1 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 65% | $4.4 |
| Other Pools | 0% | $0.0 |
| Cash | 12% | $0.8 |
| Other | 0% | $0.0 |
| Total | 100% | $6.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CS PLANNING CORP | $1.3 | 149937 | |
| THE H GROUP, INC. | $0.6 | 106801 | |
| THE H GROUP WASHINGTON, INC. | $0.3 | 300464 | |
| MGM LLC | $0.1 | 136725 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $6.8 | $0.0 | 0% | 40 | 0 | 0% |
| 2025-04-21 | $6.8 | $0.0 | 0% | 40 | 0 | 0% |
| 2024-04-02 | $5.0 | $1.8 | 35% | 40 | 0 | 0% |
| 2023-04-04 | $4.7 | $2.0 | 43% | 43 | -3 | -7% |
| 2022-04-01 | $5.1 | $1.6 | 32% | 43 | -3 | -7% |
| 2021-04-05 | $4.4 | $2.4 | 53% | 43 | -3 | -7% |
| 2020-04-01 | $4.0 | $2.8 | 70% | 31 | 9 | 29% |
| 2019-04-01 | $2.9 | $3.9 | 133% | 28 | 12 | 43% |
| 2018-04-02 | $2.8 | $4.0 | 146% | 27 | 13 | 48% |
| 2017-04-01 | $2.3 | $4.5 | 198% | 24 | 16 | 67% |
| 2016-04-01 | $2.1 | $4.7 | 228% | 24 | 16 | 67% |
| 2015-04-01 | $2.1 | $4.7 | 222% | 24 | 16 | 67% |
| 2014-04-01 | $2.5 | $4.3 | 172% | 24 | 16 | 67% |
| 2013-04-01 | $2.1 | $4.7 | 222% | 24 | 16 | 67% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| OR, CO-03/28/2013, CT-03/30/2018, IL-10/09/2012, NE-04/08/2015, OR-12/12/2007, PA-03/28/2013 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV