Focus Advisor Solutions, LLC

Registered investment adviser · St. Louis, MO · CRD #143319

Form ADV data as of 2026-09-01

Regulatory assets

$41.48 billion

Total accounts

91,359

Employees

309

Disclosure events

Firm details

Website: https://www.linkedin.com/focuspartnersadvisorsolutions
Telephone: 314-725-0455
SEC file number: 801-67641
Most recent Form ADV filing: 2026-08-05
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$23.21 billion
Non-discretionary regulatory assets under management	$18.27 billion
Total regulatory assets under management	$41.48 billion
Discretionary accounts	42,909
Non-discretionary accounts	48,450
Total accounts	91,359
Regulatory assets under management attributable to non-U.S. persons	$5.4 million

People

Total employees (excluding clerical)	309
Employees performing investment advisory functions (including research)	46
Employees who are registered representatives of a broker-dealer	16
Employees registered as investment adviser representatives with a state	46
Employees registered as IARs for another investment adviser	198
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$14.13 billion
Clients for whom the firm has custody	25,678
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	12

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)Other

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshopsOther

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Commodity pool operator or commodity trading advisorFutures commission merchantAccountant or accounting firmLawyer or law firmInsurance company or agencyPension consultantReal estate broker or dealerSponsor or syndicator of limited partnershipsSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another sales interest
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients
Receives compensation from others for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	23,933	$7.61 billion
High net worth individuals	9,302	$26.96 billion
Investment companies	3	$679,465
Pension and profit sharing plans (not the participants or government plans)	1,380	$122.5 million
Charitable organizations	192	$331.0 million
Other investment advisers	62	$5.87 billion
Corporations or other businesses not listed above	217	$582.3 million
Other	12	$14.3 million