John Dunham
Focused Capital Investment · Irvine, California
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.
Request an introduction to John →
Specialties
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 | $6.0M across 45 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6415140 |
| Exams passed | Series 65 (2020) · Series 66 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.focusedcapital.net |
| Profile |
How John's firm compares
- Focused Capital Investment's average account is about $134,000, from its Form ADV (assets managed divided by 45 accounts).
Request an introduction to John
Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about John
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Focused Capital Investment website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.