# Focused Mission Financial

> Focused Mission Financial is a state-registered investment advisory firm in San Diego, CA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 322953
- Filed as: FOCUSED MISSION FINANCIAL
- Legal name: Focused Mission Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322953
- AdvisorCensus page: https://advisorcensus.com/firm/focused-mission-financial-san-diego-ca-322953

## Quick answers

**How is Focused Mission Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Focused Mission Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Focused Mission Financial located?**
Focused Mission Financial's principal office is in San Diego, CA, according to its Form ADV.

**Is Focused Mission Financial registered with the SEC or a state?**
Focused Mission Financial is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322953.

**How much does Focused Mission Financial manage?**
Focused Mission Financial reports $64,693,754 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**What types of clients does Focused Mission Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); high net worth individuals (21); corporations or other businesses not listed above (1).

**Does Focused Mission Financial 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/322953

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $64,693,754
- Discretionary: $64,506,955
- Non-discretionary: $186,799

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $10,485,702 |
| High net worth individuals | 21 | $54,021,253 |
| Corporations or other businesses not listed above | 1 | $186,799 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [focusedmissionfinancial.com](https://focusedmissionfinancial.com)
- Facebook @FocusedMissionFinancial
- Instagram @focusedmissionfinancial
- LinkedIn @focused-mission-financial
- YouTube @UC-or-MiAJVRH87F5wXb5sdg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Focused Mission Financial (CRD 322953): Form ADV filing data as of October 2026.