Institutional
    SEC Registered

    Focuspoint Solutions, Inc.

    Registered investment advisor · Portland, Oregon · CRD #131195

    Assets Under Management
    $6.8B
    Client Accounts
    31,647
    Employees
    40
    CRD Number
    131195
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Focuspoint Solutions, Inc.

    For over 15 years, FocusPoint Solutions has been EMPOWERING INDEPENDENT ADVISORS through our custom back/middle office outsourcing and practice management services. Our solution becomes your unique roadmap for outsourcing, growth, and practice management. Interested in back-office outsourcing while maintaining your own brand? Transitioning to independence? Growing your business? An experienced team and integrated technology? A complete, personalized practice management program? Then look no fu

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Focuspoint Solutions, Inc.'s AUM?

    Focuspoint Solutions, Inc. reports approximately $6.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Focuspoint Solutions, Inc. headquartered?

    Focuspoint Solutions, Inc. is headquartered in Portland, Oregon.

    What is Focuspoint Solutions, Inc.'s CRD number?

    Focuspoint Solutions, Inc.'s CRD number is 131195. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Focuspoint Solutions, Inc. manage?

    Focuspoint Solutions, Inc. manages approximately 31,647 client accounts according to its latest SEC filing.

    Is Focuspoint Solutions, Inc. SEC registered?

    Yes, Focuspoint Solutions, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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