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Focus Advisor Solutions, LLC

● SEC registered since 2007CRD 143319SEC# 801-67641St. Louis, MO
Export (members)
Reg. AUM
$41.48B
Employees
309
Accounts
91,359
Location
St. Louis, MO

Focus Advisor Solutions, LLC assets under management

Focus Advisor Solutions, LLC is a registered investment adviser overseen by the SEC based in St. Louis, MO. The firm has been registered since 2007. It reports $41.5 billion in regulatory assets under management and employs 309 people.

Focus Advisor Solutions, LLC owners & executives

19 reported
NameTitleOwnershipSince
Adam Lawrence Birenbaum ControlChief Executive OfficerUnder 5%2024
Dhruv Gupta ControlChief Financial OfficerUnder 5%2025
Focus Operating, LLC ControlMember (manager)Over 75%2007
Gina Kulig Bradley ControlChief Operating OfficerUnder 5%2011
Howard Hoa Lee ControlManaging DirectorUnder 5%2024
Jeffery Alan Yorg ControlHead Of Legal And Chief Compliance Officer, Focus Partners Advisor Solutions And Sa FundsUnder 5%2021
Jonathan Joseph Scheid ControlPresidentUnder 5%2023
Karla Anne Sullivan ControlSenior Vp, Segment General CounselUnder 5%2023
Kevin Andrew Grogan ControlChief Investment Officer Of Systematic StrategiesUnder 5%2022
Cd&r Ferdinand Co-Investor, L.P. ControlPartner25-50%2023
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Frequently asked questions

How much does Focus Advisor Solutions, LLC manage?

Focus Advisor Solutions, LLC reports $41.5 billion in regulatory assets under management on its Form ADV.

How many employees does Focus Advisor Solutions, LLC have?

Focus Advisor Solutions, LLC reports 309 employees.

Where is Focus Advisor Solutions, LLC located?

Focus Advisor Solutions, LLC is based in St. Louis, MO and has been SEC-registered since 2007.

Does Focus Advisor Solutions, LLC disclose fund performance?

Focus Advisor Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address190 Carondelet Plaza, Suite 600, St. Louis, MO 63105
Phone314-725-0455
Fax314-725-7022
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$41.48B▲ 41%
Jan '25 — $29.34BFeb '25 — $29.34BMar '25 — $29.86BApr '25 — $29.86BMay '25 — $29.86BJun '25 — $29.86BJul '25 — $29.86BAug '25 — $32.24BSep '25 — $32.24BOct '25 — $32.24BNov '25 — $32.24BDec '25 — $32.24BJan '26 — $32.24BFeb '26 — $32.24BMar '26 — $36.41BApr '26 — $36.41BMay '26 — $36.41BJun '26 — $36.41BJul '26 — $36.41BAug '26 — $41.48B
Jan '25Form ADV, monthlyAug '26

How this firm compares

Regulatory AUMTop 3%
Larger than 97% of 16,340 advisers
EmployeesTop 3%
More than 97% of 16,820 advisers

Assets under management

$41.48Bregulatory AUM
Discretionary $23.21BNon-discretionary $18.27B