Firm
Capital Focus
Greenville, South Carolina
Fee-only
Capital Focus at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 19 individual clients, 4 of them high net worth.
- Its average account is about $510,000 (assets it manages divided by its 32 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Greenville, South Carolina |
|---|---|
| Website | capitalfocusinc.com |
| [email protected] | |
| Phone | (864) 250-1177 |
Capital Focus fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $175 an hour |
|---|---|
| Asset-based fee | 0.8% to 1% a year |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"Straight hourly consultation for financial and investment questions and/or review ($175/hour)" source
"Straight annual percentage equaling 0.80 of 1% of invested assets managed" source
"and 1% of average invested assets managed" source
"Straight hourly consultation for financial and investment questions and/or review ($175/hour)" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $16 million |
| Individual clients | 15 |
| High-net-worth clients | 4 |
| Accounts managed | 32 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 152149 |