AdvisorCensus / Financial advisors / Wyoming / Income Focus Portfolio Management
Income Focus Portfolio Management
Filed as INCOME FOCUS PORTFOLIO MANAGEMENT · Legal name Income Focus Portfolio Management, LLC
Income Focus Portfolio Management is an SEC-registered investment advisory firm in Jackson, WY, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.
Quick answers
From the filingHow is Income Focus Portfolio Management compensated?
On its Form ADV (Item 5.E, October 2026), Income Focus Portfolio Management reports these compensation arrangements: a percentage of assets under its management.
How much does Income Focus Portfolio Management charge?
Its Form ADV Part 2A brochure dated February 12, 2026 states: Asset-based fee: 0.36% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Income Focus Portfolio Management located?
Income Focus Portfolio Management's principal office is in Jackson, WY, according to its Form ADV.
Is Income Focus Portfolio Management registered with the SEC or a state?
Income Focus Portfolio Management is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 165477.
How much does Income Focus Portfolio Management manage?
Income Focus Portfolio Management reports $362,464,641 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).
How have Income Focus Portfolio Management's assets and staff changed since 2021?
In the Form ADV data for Income Focus Portfolio Management: Regulatory assets under management: $184,290,973 in the October 2021 data and $362,464,641 in the October 2026 data, up 97%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Income Focus Portfolio Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (213); high net worth individuals (83); corporations or other businesses not listed above (7).
Which custodians does Income Focus Portfolio Management use?
Income Focus Portfolio Management'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 Income Focus Portfolio Management 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/165477
Does Income Focus Portfolio Management state an account minimum?
Its Form ADV Part 2A brochure dated February 12, 2026 says: "Typically, the minimum dollar amount for clients to open or maintain a relationship will be $250,000. We may waive the typical minimums at our discretion."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.36% of assets a year
The brochure's wording
On the firm's managed portfolios, Income Focus will assess an annual advisory fee of 36 basis points (0.36%) on the assets under management, payable monthly in arrears.
Account minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Typically, the minimum dollar amount for clients to open or maintain a relationship will be $250,000. We may waive the typical minimums at our discretion.
As stated in the firm's Form ADV Part 2A brochure dated February 12, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$362,464,641 as of October 2026, filing dated February 12, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Income Focus Portfolio Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2012 (13 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
8 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $362,464,641 | 3 | February 12, 2026 |
| October 2025 | $334,115,686 | 3 | January 29, 2025 |
| October 2024 | $293,505,826 | 3 | April 10, 2024 |
| October 2023 | $245,027,247 | 3 | February 8, 2023 |
| October 2022 | $224,586,776 | 3 | July 12, 2022 |
| October 2021 | $184,290,973 | 3 | February 4, 2021 |
Regulatory assets under management: $184,290,973 in the October 2021 data and $362,464,641 in the October 2026 data, up 97%.
Total employees: 3 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Income Focus Portfolio Management (CRD 165477): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/income-focus-portfolio-management-jackson-wy-165477