Focus Wealth Advisors, LLC
Focus Wealth Advisors, LLC is an SEC-registered investment advisory firm headquartered in Houston, Texas. Founded in 2011, the firm manages investment portfolios primarily for high net worth individuals and other individual investors, offering personalized financial planning and wealth management solutions. With just one employee, the boutique firm emphasizes customized service and fiduciary responsibility in serving its client base.
Investment Strategy
Focus Wealth Advisors, LLC employs a diversified investment strategy with an emphasis on portfolio construction using leading exchange-traded funds (ETFs) and blue-chip equities. The firm designs allocations tailored to individual clients' risk tolerance, investment horizons, and financial goals, generally leaning toward liquid, transparent instruments like core S&P 500 ETFs, bond market funds, and buffered equity products. Their philosophy centers on risk management and disciplined asset allocation to preserve and grow wealth over time, primarily for high net worth and retail investors.
Top Holdings
Equity Positions (58)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FMAY | FIRST TR EXCHNG TRADED FD VI | 12.12% | $25.2M | 482,761 | $40.12 | $52.25 | +$1.2M |
B BND | VANGUARD BD INDEX FDS | 7.83% | $16.3M | 219,094 | $84.81 | $74.37 | +$432.5K |
I IVV | ISHARES TR | 6.72% | $14.0M | 20,906 | $386.50 | $669.30 | +$818.2K |
N NAPR | INNOVATOR ETFS TRUST | 5.66% | $11.8M | 223,688 | $43.14 | $52.65 | +$446.1K |
D DIA | SPDR DOW JONES INDL AVERAGE | 5.45% | $11.3M | 24,455 | $358.25 | $463.74 | +$654.1K |