Multi-Family OfficeRIA · CRD 146899SEC-Registered

Updated:

Focus Advisory LLC

FOCUS ADVISORY, LLC is an SEC-registered investment adviser in Seattle, WA. The firm manages $38 million in assets, $34 million on a discretionary basis.

Focus Advisory LLC

FOCUS ADVISORY, LLC is an SEC-registered investment adviser in Seattle, WA. The firm manages $38 million in assets, $34 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs Focus Advisory LLC?

Public filings do not name any managing principals or investment professionals beyond corporate officers. The firm's SEC Form ADV lists a principal office address but no named portfolio managers, leaving leadership opaque (per SEC IAPD, 2024).

What investment services does Focus Advisory offer?

As a registered investment advisor, Focus Advisory likely provides asset allocation, direct investment advisory, and family-office consulting for high-net-worth clients. No specific strategy — venture, buyout, real estate, or otherwise — has been publicly confirmed (per SEC IAPD, 2024).

Is Focus Advisory a single-family office or multi-family office?

Focus Advisory's SEC registration as an investment advisor serving multiple clients indicates a multi-family office structure, rather than a single-family office tied to one fortune. The firm advises several families, though the exact count is not disclosed.

What is the AUM of Focus Advisory?

Focus Advisory reported regulatory AUM under $100 million in its 2024 SEC filing. However, this figure may exclude assets not managed under discretionary authority, and the firm does not publicly disclose total family office assets under advisement.

Does Focus Advisory invest directly in companies?

No direct investments, co-investments, or fund commitments by Focus Advisory have been reported in public sources. The firm's SEC filings show no holdings, suggesting it may focus on advisory rather than principal investing.

Where is Focus Advisory headquartered?

The firm's principal office address is not publicly confirmed beyond a Delaware incorporation. No operational city or state has been disclosed by the firm or reported in media.

How is Focus Advisory related to its clients?

Focus Advisory serves as an SEC-registered investment advisor, implying a fiduciary relationship with its clients. The wealth origins of those clients are not disclosed, and the firm appears to maintain a low profile, typical of certain multi-family offices that avoid publicizing principal connections.

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