Focus Investment Advisors, Inc

Overview

Focus Investment Advisors, Inc is an SEC registered investment adviser based in Solana Beach, CA, registered since 2000. It reports $956M in assets under management across 34 accounts, with 7 employees. It has 5 investment adviser representatives.

Reported AUM

$956M

Discretionary

49%

Accounts

34

Average account

$28.1M

Employees

7

Advisory reps

5

Registered since

2000

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Banks or Thrifts
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Andrew Yorisato Wasa Partner, Chief Compliance Officer, Chief Executive Officer CRD 1302473
• Amber Renee Restine Chief Operating Officer CRD 5452067
• Henry Joseph Ferry Jr Partner, Chief Financial Officer CRD 2283442

Advisory reps 3 of 5

• Henry Joseph Ferry Jr. Investment Adviser Rep CRD 2283442
• David Everett Lam Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5052501
• Jacqueline Marie Lam Registered Rep · Investment Adviser Rep CRD 7820692

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

514 Via de la Valle Ste 200
Solana Beach, CA 92075

County

San Diego

Metro area

San Diego-Chula Vista-Carlsbad, CA

Region

West

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: focusinvestment.com

Every state, with registration dates

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