{
  "crd_number": 143319,
  "slug": "focus-advisor-solutions-llc-st-louis-mo-143319",
  "primary_business_name": "FOCUS ADVISOR SOLUTIONS, LLC",
  "legal_name": "FOCUS ADVISOR SOLUTIONS, LLC",
  "dbas": [
    "FOCUS PARTNERS ADVISOR SOLUTIONS, LLC",
    "WEATHERSTONE CAPITAL MANAGEMENT"
  ],
  "city": "St. Louis",
  "state": "MO",
  "country": "United States",
  "cbsa_code": "41180",
  "metro": {
    "cbsa_code": "41180",
    "common_name": "St. Louis",
    "msa_name": "St. Louis, MO-IL",
    "path": "/advisors/mo/st-louis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-02-01",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-08-05",
  "carried_forward": false,
  "raum_total": 41483880621.0,
  "raum_discretionary": 23213297744.0,
  "raum_non_discretionary": 18270582877.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 309,
  "advisory_employees": 46,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 14251490.0,
      "count": 12,
      "description": "CLIENTS IDENTIFIED AS \"OTHER\" BY INDEPENDENT REGISTERED ADVISORS"
    },
    "charitable": {
      "raum": 331008175.0,
      "count": 192
    },
    "individuals": {
      "raum": 7606655641.0,
      "count": 23933
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 679465.0,
      "count": 3
    },
    "pension_profit_sharing": {
      "raum": 122505690.0,
      "count": 1380
    },
    "other_investment_advisers": {
      "raum": 5870131088.0,
      "count": 62
    },
    "high_net_worth_individuals": {
      "raum": 26956336391.0,
      "count": 9302
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 582312681.0,
      "count": 217
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://advisor.focuspartners.com",
    "https://advisor.focuspartners.com/SA-FUNDS",
    "https://buckinghamwealthpartners.com",
    "https://facebook.com/FOCUSPARTNERSADVISORSOLUTIONS",
    "https://familybudgetexpert.com",
    "https://focusfinancialpartners.com",
    "https://greatretirementdebate.com",
    "https://invest.focuspartners.com",
    "https://linkedin.com/FOCUSPARTNERSADVISORSOLUTIONS",
    "https://linkedin.com/company/focus-financial-partners",
    "https://myadvisorcenter.com",
    "https://sa-funds.com",
    "https://twitter.com/BUCKINGHAMWP",
    "https://vimeo.com/focuspartners",
    "https://weatherstone.com",
    "https://x.com/FOCUSPARTNERSAS",
    "https://youtube.com/CHANNEL/UCIY_CSSOXTJCVWJLKZM69BA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143319",
  "city_as_filed": "ST. LOUIS",
  "url": "https://advisorcensus.com/firm/focus-advisor-solutions-llc-st-louis-mo-143319",
  "display_name": "Focus Advisor Solutions, LLC",
  "summary": "Focus Advisor Solutions, LLC is an SEC-registered investment advisory firm in St. Louis, MO, registered since 2007, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 5, 2026.",
  "citation": "AdvisorCensus. Focus Advisor Solutions, LLC (CRD 143319): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Focus Advisor Solutions, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Focus Advisor Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Focus Advisor Solutions, LLC located?",
      "a": "Focus Advisor Solutions, LLC's principal office is in St. Louis, MO, according to its Form ADV."
    },
    {
      "q": "Is Focus Advisor Solutions, LLC registered with the SEC or a state?",
      "a": "Focus Advisor Solutions, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143319."
    },
    {
      "q": "How much does Focus Advisor Solutions, LLC manage?",
      "a": "Focus Advisor Solutions, LLC reports $41,483,880,621 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (56% discretionary)."
    },
    {
      "q": "How have Focus Advisor Solutions, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Focus Advisor Solutions, LLC: Regulatory assets under management: $18,706,818,039 in the October 2021 data and $41,483,880,621 in the October 2026 data, up 122%. Total employees: 493 in October 2021 and 309 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Focus Advisor Solutions, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23,933); high net worth individuals (9,302); pension and profit sharing plans (but not the plan participants or government pension plans) (1,380)."
    },
    {
      "q": "Which custodians does Focus Advisor Solutions, LLC use?",
      "a": "Focus Advisor Solutions, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., National Financial Services LLC and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Focus Advisor Solutions, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143319"
    },
    {
      "q": "What changed in Focus Advisor Solutions, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Added the business name Focus Partners Advisor Solutions, LLC. Changed its legal name from Focus Partners Advisor Solutions, LLC to Focus Advisor Solutions, LLC. Regulatory assets under management went from $36,411,198,565 to $41,483,880,621 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 18706818039.0,
      "total_employees": 493,
      "filing_date": "2021-08-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 17026443055.0,
      "total_employees": 526,
      "filing_date": "2022-07-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 23979803151.0,
      "total_employees": 584,
      "filing_date": "2023-09-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 28480801519.0,
      "total_employees": 645,
      "filing_date": "2024-08-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 29861795147.0,
      "total_employees": 368,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 41483880621.0,
      "total_employees": 309,
      "filing_date": "2026-08-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Added the business name Focus Partners Advisor Solutions, LLC.",
        "Changed its legal name from Focus Partners Advisor Solutions, LLC to Focus Advisor Solutions, LLC.",
        "Regulatory assets under management went from $36,411,198,565 to $41,483,880,621 (+14%)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 72 to 46.",
        "Regulatory assets under management went from $32,238,330,999 to $36,411,198,565 (+13%)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Added the business name Weatherstone Capital Management."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/focus-advisor-solutions-llc-st-louis-mo-143319.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 23933,
      "fewer_than_5": false,
      "raum": 7606655641.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 9302,
      "fewer_than_5": false,
      "raum": 26956336391.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 3,
      "fewer_than_5": false,
      "raum": 679465.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1380,
      "fewer_than_5": false,
      "raum": 122505690.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 192,
      "fewer_than_5": false,
      "raum": 331008175.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 62,
      "fewer_than_5": false,
      "raum": 5870131088.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 217,
      "fewer_than_5": false,
      "raum": 582312681.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 12,
      "fewer_than_5": false,
      "raum": 14251490.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143319",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}