# Focus Advisor Solutions, LLC

> 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.

- CRD: 143319
- Filed as: FOCUS ADVISOR SOLUTIONS, LLC
- Also doing business as: FOCUS PARTNERS ADVISOR SOLUTIONS, LLC, WEATHERSTONE CAPITAL MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143319
- AdvisorCensus page: https://advisorcensus.com/firm/focus-advisor-solutions-llc-st-louis-mo-143319

## Quick answers

**How is Focus Advisor Solutions, LLC compensated?**
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.

**Where is Focus Advisor Solutions, LLC located?**
Focus Advisor Solutions, LLC's principal office is in St. Louis, MO, according to its Form ADV.

**Is Focus Advisor Solutions, LLC registered with the SEC or a state?**
Focus Advisor Solutions, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143319.

**How much does Focus Advisor Solutions, LLC manage?**
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).

**How have Focus Advisor Solutions, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Focus Advisor Solutions, LLC serve?**
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).

**Which custodians does Focus Advisor Solutions, LLC use?**
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.

**Does Focus Advisor Solutions, LLC report any disciplinary disclosures?**
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

**What changed in Focus Advisor Solutions, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $41,483,880,621
- Discretionary: $23,213,297,744
- Non-discretionary: $18,270,582,877

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23,933 | $7,606,655,641 |
| High net worth individuals | 9,302 | $26,956,336,391 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 3 | $679,465 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1,380 | $122,505,690 |
| Charitable organizations | 192 | $331,008,175 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 62 | $5,870,131,088 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 217 | $582,312,681 |
| Other | 12 | $14,251,490 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 309 total, 46 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- advisor.focuspartners.com
- advisor.focuspartners.com/SA-FUNDS
- buckinghamwealthpartners.com
- familybudgetexpert.com
- focusfinancialpartners.com
- greatretirementdebate.com
- invest.focuspartners.com
- myadvisorcenter.com
- sa-funds.com
- vimeo.com/focuspartners
- weatherstone.com
- Facebook @FOCUSPARTNERSADVISORSOLUTIONS
- LinkedIn @FOCUSPARTNERSADVISORSOLUTIONS
- LinkedIn @focus-financial-partners
- X @BUCKINGHAMWP
- X @FOCUSPARTNERSAS
- YouTube @UCIY_CSSOXTJCVWJLKZM69BA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $18,706,818,039 | 493 | August 17, 2021 |
| October 2022 | $17,026,443,055 | 526 | July 26, 2022 |
| October 2023 | $23,979,803,151 | 584 | September 29, 2023 |
| October 2024 | $28,480,801,519 | 645 | August 1, 2024 |
| October 2025 | $29,861,795,147 | 368 | March 31, 2025 |
| October 2026 | $41,483,880,621 | 309 | August 5, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- 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%).

### April 2026
- 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%).

### March 2026
- Added the business name Weatherstone Capital Management.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Focus Advisor Solutions, LLC (CRD 143319): Form ADV filing data as of October 2026.