# Focused Up Financial, LLC

> Focused Up Financial, LLC is a state-registered investment advisory firm in La Grange, IL, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 30, 2025.

- CRD: 293504
- Filed as: FOCUSED UP FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: La Grange, IL
- Filing period: October 2026
- Form ADV filing dated: June 30, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/293504
- AdvisorCensus page: https://advisorcensus.com/firm/focused-up-financial-llc-la-grange-il-293504

## Quick answers

**How is Focused Up Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Focused Up Financial, LLC 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 Up Financial, LLC located?**
Focused Up Financial, LLC's principal office is in La Grange, IL, according to its Form ADV.

**Is Focused Up Financial, LLC registered with the SEC or a state?**
Focused Up Financial, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 293504.

**How much does Focused Up Financial, LLC manage?**
Focused Up Financial, LLC reports $12,512,278 in regulatory assets under management in its Form ADV filing dated June 30, 2025 (100% discretionary).

**What types of clients does Focused Up Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26).

**Does Focused Up Financial, LLC 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/293504

## 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: $12,512,278
- Discretionary: $12,512,278
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $9,474,125 |
| High net worth individuals | Fewer than 5 | $3,038,153 |

### 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
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- focusedupfinancial.com
- Facebook @FocusedUpFinancial
- LinkedIn @focused-up-financial-llc
- YouTube @UCJQ706hog56FyhT3MkUyclw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Focused Up Financial, LLC (CRD 293504): Form ADV filing data as of October 2026.