THE FOCUS GROUP ADVISORS, LLC
Legal name: THE FOCUS GROUP ADVISORS
CRD #117845 SEC #801-67382 BARTLESVILLE, OK 918-336-7877
SEC Registered
Total AUM
$95.1M
Discretionary
$94.2M
Employees
3
Clients
11
Accounts
477
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2014 | $1.2M | $998.2K | $233.1K | 3 | 200 |
| May 2014 | $1.2M | $998.2K | $233.1K | 3 | 200 |
| Apr 2014 | $1.2M | $998.2K | $233.1K | 3 | 200 |
| Mar 2014 | $1.2M | $998.2K | $233.1K | 3 | 200 |
| Dec 2013 | $95.1M | $94.2M | $886.3K | 3 | 300 |
| Nov 2013 | $95.1M | $94.2M | $886.3K | 3 | 300 |
| Mar 2013 | $95.1M | $94.2M | $886.3K | 3 | 300 |
| Sep 2012 | $95.2M | $93.5M | $1.6M | 1 | 400 |
| Aug 2012 | $95.2M | $93.5M | $1.6M | 1 | 400 |
| Jun 2012 | $95.2M | $93.5M | $1.6M | 1 | 400 |
| Mar 2012 | $95.2M | $93.5M | $1.6M | 1 | 400 |
| Jul 2011 | $89.8M | $76.9M | $12.9M | 5 | -- |
| Mar 2011 | $90.2M | $66.4M | $23.8M | 5 | -- |
| Feb 2011 | $90.2M | $66.4M | $23.8M | 5 | -- |
| Feb 2011 | $90.2M | $66.4M | $23.8M | 5 | -- |
| Jan 2011 | $90.2M | $66.4M | $23.8M | 5 | -- |
| Oct 2010 | $90.2M | $66.4M | $23.8M | 5 | -- |
| Sep 2010 | $90.2M | $66.4M | $23.8M | 5 | -- |
| Apr 2010 | $90.2M | $66.4M | $23.8M | 5 | -- |
| Sep 2008 | $78.1M | $66.3M | $11.8M | 5 | -- |
| Jan 2008 | $78.1M | $66.3M | $11.8M | 5 | -- |
| Feb 2007 | $51.3M | $48.2M | $3.1M | 5 | -- |
| Dec 2006 | $51.3M | $48.2M | $3.1M | 5 | -- |
| Nov 2006 | $51.3M | $48.2M | $3.1M | 5 | -- |
DateJun 2014
Total AUM$1.2M
Discretionary$998.2K
Non-Disc.$233.1K
Employees3
Clients200
DateMay 2014
Total AUM$1.2M
Discretionary$998.2K
Non-Disc.$233.1K
Employees3
Clients200
DateApr 2014
Total AUM$1.2M
Discretionary$998.2K
Non-Disc.$233.1K
Employees3
Clients200
DateMar 2014
Total AUM$1.2M
Discretionary$998.2K
Non-Disc.$233.1K
Employees3
Clients200
DateDec 2013
Total AUM$95.1M
Discretionary$94.2M
Non-Disc.$886.3K
Employees3
Clients300
DateNov 2013
Total AUM$95.1M
Discretionary$94.2M
Non-Disc.$886.3K
Employees3
Clients300
DateMar 2013
Total AUM$95.1M
Discretionary$94.2M
Non-Disc.$886.3K
Employees3
Clients300
DateSep 2012
Total AUM$95.2M
Discretionary$93.5M
Non-Disc.$1.6M
Employees1
Clients400
DateAug 2012
Total AUM$95.2M
Discretionary$93.5M
Non-Disc.$1.6M
Employees1
Clients400
DateJun 2012
Total AUM$95.2M
Discretionary$93.5M
Non-Disc.$1.6M
Employees1
Clients400
DateMar 2012
Total AUM$95.2M
Discretionary$93.5M
Non-Disc.$1.6M
Employees1
Clients400
DateJul 2011
Total AUM$89.8M
Discretionary$76.9M
Non-Disc.$12.9M
Employees5
Clients--
DateMar 2011
Total AUM$90.2M
Discretionary$66.4M
Non-Disc.$23.8M
Employees5
Clients--
DateFeb 2011
Total AUM$90.2M
Discretionary$66.4M
Non-Disc.$23.8M
Employees5
Clients--
DateFeb 2011
Total AUM$90.2M
Discretionary$66.4M
Non-Disc.$23.8M
Employees5
Clients--
DateJan 2011
Total AUM$90.2M
Discretionary$66.4M
Non-Disc.$23.8M
Employees5
Clients--
DateOct 2010
Total AUM$90.2M
Discretionary$66.4M
Non-Disc.$23.8M
Employees5
Clients--
DateSep 2010
Total AUM$90.2M
Discretionary$66.4M
Non-Disc.$23.8M
Employees5
Clients--
DateApr 2010
Total AUM$90.2M
Discretionary$66.4M
Non-Disc.$23.8M
Employees5
Clients--
DateSep 2008
Total AUM$78.1M
Discretionary$66.3M
Non-Disc.$11.8M
Employees5
Clients--
DateJan 2008
Total AUM$78.1M
Discretionary$66.3M
Non-Disc.$11.8M
Employees5
Clients--
DateFeb 2007
Total AUM$51.3M
Discretionary$48.2M
Non-Disc.$3.1M
Employees5
Clients--
DateDec 2006
Total AUM$51.3M
Discretionary$48.2M
Non-Disc.$3.1M
Employees5
Clients--
DateNov 2006
Total AUM$51.3M
Discretionary$48.2M
Non-Disc.$3.1M
Employees5
Clients--