Firm
Focused Capital Investment
Irvine, California
Fee-only
Focused Capital Investment at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 42 individual clients, 18 of them high net worth.
- Its average account is about $134,000 (assets it manages divided by its 45 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Irvine, California |
|---|---|
| Website | focusedcapital.net |
| Phone | (949) 732-0298 |
Focused Capital Investment 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.
| Account minimum | None |
|---|
In the firm's words
"No Asset Minimums – You are not required to have $1 million to work with us." 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 · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 24 |
| High-net-worth clients | 18 |
| Accounts managed | 45 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | September 24, 2026 |
| SEC record | CRD 308029 |