# Focus Advisory, Ltd.

> Focus Advisory, Ltd. is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 336259
- Filed as: FOCUS ADVISORY, LTD.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336259
- AdvisorCensus page: https://advisorcensus.com/firm/focus-advisory-ltd-336259

## Quick answers

**How is Focus Advisory, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Focus Advisory, Ltd. reports these compensation arrangements: a percentage of assets under its management.

**Is Focus Advisory, Ltd. registered with the SEC or a state?**
Focus Advisory, Ltd. is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336259.

**How much does Focus Advisory, Ltd. manage?**
Focus Advisory, Ltd. reports $402,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**Does Focus Advisory, Ltd. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336259

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $402,000
- Discretionary: $402,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $402,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- focustrustee.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Focus Advisory, Ltd. (CRD 336259): Form ADV filing data as of October 2026.
