# Focused Alpha, LLC

> Focused Alpha, LLC is an SEC-registered investment advisory firm in Greenwood Village, CO, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 310591
- Filed as: FOCUSED ALPHA, LLC
- Also doing business as: FOUR CORNERS WEALTH PARTNERS, GOLDIN WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwood Village, CO
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310591
- AdvisorCensus page: https://advisorcensus.com/firm/focused-alpha-llc-greenwood-village-co-310591

## Quick answers

**How is Focused Alpha, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Focused Alpha, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**Where is Focused Alpha, LLC located?**
Focused Alpha, LLC's principal office is in Greenwood Village, CO, according to its Form ADV.

**Is Focused Alpha, LLC registered with the SEC or a state?**
Focused Alpha, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 310591.

**How much does Focused Alpha, LLC manage?**
Focused Alpha, LLC reports $663,949,974 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (98% discretionary).

**How have Focused Alpha, LLC's assets and staff changed since 2021?**
In the Form ADV data for Focused Alpha, LLC: Regulatory assets under management: $248,800,000 in the October 2021 data and $663,949,974 in the October 2026 data, up 167%. Total employees: 5 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Focused Alpha, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (413); high net worth individuals (128); corporations or other businesses not listed above (12).

**Which custodians does Focused Alpha, LLC use?**
Focused Alpha, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Focused Alpha, 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/310591

**Does Focused Alpha, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "FA generally requires a minimum account size of $250,000. FA, in its sole discretion, may waive the required minimum."

**What changed in Focused Alpha, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $561,944,040 to $663,949,974 (+18%). Employees performing advisory functions went from 8 to 5. No longer lists an office in Phoenix, AZ. Registered or notice-filed in CA, FL, IL, LA, MD, MI, NC, NE, NH, NV, OR, TX, VA, WA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> FA generally requires a minimum account size of $250,000. FA, in its sole discretion, may waive the required minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services 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: $663,949,974
- Discretionary: $650,220,915
- Non-discretionary: $13,729,059

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 413 | $176,058,860 |
| High net worth individuals | 128 | $316,674,398 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $150,573,872 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 12 | $20,642,844 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, IL, LA, MD, MI, NC, NE, NH, NV, OR, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- focusedalpha.com
- goldinwealthmanagement.com
- Instagram @goldinwealthmanagement
- LinkedIn @focused-alpha
- LinkedIn @goldinwealthmanagement
- LinkedIn @kevingoldin
- LinkedIn @moneyexpert

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $248,800,000 | 5 | May 4, 2021 |
| October 2022 | $284,115,839 | 5 | April 25, 2022 |
| October 2023 | $257,531,187 | 4 | April 17, 2023 |
| October 2024 | $306,767,401 | 4 | April 25, 2024 |
| October 2025 | $561,944,040 | 9 | March 12, 2025 |
| October 2026 | $663,949,974 | 8 | September 30, 2026 |

Regulatory assets under management: $248,800,000 in the October 2021 data and $663,949,974 in the October 2026 data, up 167%.
Total employees: 5 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $561,944,040 to $663,949,974 (+18%).
- Employees performing advisory functions went from 8 to 5.
- No longer lists an office in Phoenix, AZ.
- Registered or notice-filed in CA, FL, IL, LA, MD, MI, NC, NE, NH, NV, OR, TX, VA, WA.

### February 2026
- No longer lists the business name MKF Private Wealth Management.
- No longer lists an office in Phoenix, AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Focused Alpha, LLC (CRD 310591): Form ADV filing data as of October 2026.