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Focus Point Solutions, Inc

CRD 131195SEC# 801-63028Portland, OR
Export (members)
No longer SEC-registered. Focus Point Solutions, Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$6.78B
Employees
40
Accounts
31,647
Location
Portland, OR

Focus Point Solutions, Inc assets under management

Focus Point Solutions, Inc is a registered investment adviser overseen by the SEC based in Portland, OR. It reports $6.8 billion in regulatory assets under management and employs 40 people.

Focus Point Solutions, Inc owners & executives

1 reported
NameTitleOwnershipSince
Christopher Keil Hicks ControlPresident / Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Focus Point Solutions, Inc manage?

Focus Point Solutions, Inc reports $6.8 billion in regulatory assets under management on its Form ADV.

How many employees does Focus Point Solutions, Inc have?

Focus Point Solutions, Inc reports 40 employees.

Where is Focus Point Solutions, Inc located?

Focus Point Solutions, Inc is based in Portland, OR.

Does Focus Point Solutions, Inc disclose fund performance?

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

Contact & registration

Address3395 SW Garden View Avenue, Portland, OR 97225
Office hours8:00a.m. To 5:00p.m.
Discloses disciplinary historyNo

Regulatory AUM

$6.78BNo change
Mar '25 — $6.78BApr '25 — $6.78BMay '25 — $6.78BJun '25 — $6.78BJul '25 — $6.78BAug '25 — $6.78BSep '25 — $6.78BOct '25 — $6.78BNov '25 — $6.78BDec '25 — $6.78BJan '26 — $6.78BFeb '26 — $6.78BMar '26 — $6.78BApr '26 — $6.78BMay '26 — $6.78BJun '26 — $6.78B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers

Assets under management

$6.78Bregulatory AUM
Discretionary $0Non-discretionary $6.78B