FINANCIAL FOCUS LLC
CRD #282177 SEC #801-112408 CARLSBAD, CA 760-431-3040
SEC Registered
Total AUM
$453M
Discretionary
$453M
Employees
8
Clients
25
Accounts
482
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $453M | $453M | $0 | 8 | 24 |
| Feb 2025 | $687M | $687M | $0 | 7 | 24 |
| Dec 2024 | $633.1M | $623.6M | $9.6M | 8 | 26 |
| Jul 2024 | $633.1M | $623.6M | $9.6M | 8 | 26 |
| Mar 2024 | $642M | $565.4M | $76.7M | 8 | 26 |
| Oct 2023 | $487.1M | $301M | $186.2M | 8 | 20 |
| Apr 2023 | $487.1M | $301M | $186.2M | 7 | 20 |
| Jan 2023 | $487.1M | $301M | $186.2M | 7 | 20 |
| Jan 2023 | $487.1M | $301M | $186.2M | 7 | 20 |
| Jan 2022 | $482.4M | $297.1M | $185.3M | 7 | 29 |
| Aug 2021 | $400.3M | $229.6M | $170.8M | 7 | 5 |
| Jan 2021 | $400.3M | $229.6M | $170.8M | 7 | 5 |
| Jun 2020 | $325.3M | $183.2M | $142.2M | 8 | 5 |
| May 2020 | $331.2M | $184.3M | $146.9M | 8 | 5 |
| Jan 2020 | $331.2M | $184.3M | $146.9M | 8 | 5 |
| Feb 2019 | $237.4M | $119.3M | $118.1M | 8 | 35 |
| Feb 2019 | $237.4M | $119.3M | $118.1M | 8 | 35 |
| Jan 2019 | $237.4M | $119.3M | $118.1M | 8 | 35 |
| Jan 2019 | $237.4M | $119.3M | $118.1M | 8 | 35 |
| Apr 2018 | $233.7M | $115.9M | $117.8M | 7 | 30 |
| Feb 2018 | $233.7M | $115.9M | $117.8M | 7 | 30 |
| Jan 2018 | $104.3M | $104.3M | $0 | 7 | 10 |
DateAug 2025
Total AUM$453M
Discretionary$453M
Non-Disc.$0
Employees8
Clients24
DateFeb 2025
Total AUM$687M
Discretionary$687M
Non-Disc.$0
Employees7
Clients24
DateDec 2024
Total AUM$633.1M
Discretionary$623.6M
Non-Disc.$9.6M
Employees8
Clients26
DateJul 2024
Total AUM$633.1M
Discretionary$623.6M
Non-Disc.$9.6M
Employees8
Clients26
DateMar 2024
Total AUM$642M
Discretionary$565.4M
Non-Disc.$76.7M
Employees8
Clients26
DateOct 2023
Total AUM$487.1M
Discretionary$301M
Non-Disc.$186.2M
Employees8
Clients20
DateApr 2023
Total AUM$487.1M
Discretionary$301M
Non-Disc.$186.2M
Employees7
Clients20
DateJan 2023
Total AUM$487.1M
Discretionary$301M
Non-Disc.$186.2M
Employees7
Clients20
DateJan 2023
Total AUM$487.1M
Discretionary$301M
Non-Disc.$186.2M
Employees7
Clients20
DateJan 2022
Total AUM$482.4M
Discretionary$297.1M
Non-Disc.$185.3M
Employees7
Clients29
DateAug 2021
Total AUM$400.3M
Discretionary$229.6M
Non-Disc.$170.8M
Employees7
Clients5
DateJan 2021
Total AUM$400.3M
Discretionary$229.6M
Non-Disc.$170.8M
Employees7
Clients5
DateJun 2020
Total AUM$325.3M
Discretionary$183.2M
Non-Disc.$142.2M
Employees8
Clients5
DateMay 2020
Total AUM$331.2M
Discretionary$184.3M
Non-Disc.$146.9M
Employees8
Clients5
DateJan 2020
Total AUM$331.2M
Discretionary$184.3M
Non-Disc.$146.9M
Employees8
Clients5
DateFeb 2019
Total AUM$237.4M
Discretionary$119.3M
Non-Disc.$118.1M
Employees8
Clients35
DateFeb 2019
Total AUM$237.4M
Discretionary$119.3M
Non-Disc.$118.1M
Employees8
Clients35
DateJan 2019
Total AUM$237.4M
Discretionary$119.3M
Non-Disc.$118.1M
Employees8
Clients35
DateJan 2019
Total AUM$237.4M
Discretionary$119.3M
Non-Disc.$118.1M
Employees8
Clients35
DateApr 2018
Total AUM$233.7M
Discretionary$115.9M
Non-Disc.$117.8M
Employees7
Clients30
DateFeb 2018
Total AUM$233.7M
Discretionary$115.9M
Non-Disc.$117.8M
Employees7
Clients30
DateJan 2018
Total AUM$104.3M
Discretionary$104.3M
Non-Disc.$0
Employees7
Clients10