# John Dunham

> John Dunham is a fee-only financial advisor at Focused Capital Investment in Irvine, California. John focuses on retirement planning, tax planning and estate & legacy planning. Focused Capital Investment reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-dunham-6415140/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Focused Capital Investment
- **Based in:** Irvine, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** no asset minimum
- **Assets under management (firm):** $6.0M across 45 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 6415140 (https://adviserinfo.sec.gov/individual/summary/6415140)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2020), Series 66 (2015)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.focusedcapital.net/

## Frequently asked questions

### Is John Dunham a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Focused Capital Investment reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John's firm, Focused Capital Investment, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does John charge?

According to Focused Capital Investment's website, checked October 30, 2026: no asset minimum.

### Where is John Dunham based?

John Dunham is based in Irvine, California.

### What does John specialize in?

John's specialties include retirement planning, tax planning and estate & legacy planning.

### Is John Dunham registered with the SEC?

Yes. John Dunham is registered as an investment adviser representative in CA and TX (CRD 6415140), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Focused Capital Investment manage?

Focused Capital Investment reports $6.0M across 45 accounts in assets under management.

### How do I contact John Dunham?

Through John's website, www.focusedcapital.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6415140): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://focusedcapital.net/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.