# Income Focus Portfolio Management

> 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.

- CRD: 165477
- Filed as: INCOME FOCUS PORTFOLIO MANAGEMENT
- Legal name: Income Focus Portfolio Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jackson, WY
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165477
- AdvisorCensus page: https://advisorcensus.com/firm/income-focus-portfolio-management-jackson-wy-165477

## Quick answers

**How 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

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

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

- Asset-based fee: 0.36% of assets a year

> 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)

> 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 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: $362,464,641
- Discretionary: $362,464,641
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 213 | $99,809,637 |
| High net worth individuals | 83 | $256,654,016 |
| Charitable organizations | 3 | $3,420,628 |
| Corporations or other businesses not listed above | 7 | $2,580,360 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2012 (13 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, ID, MA, NH, NY, VT, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $184,290,973 | 3 | February 4, 2021 |
| October 2022 | $224,586,776 | 3 | July 12, 2022 |
| October 2023 | $245,027,247 | 3 | February 8, 2023 |
| October 2024 | $293,505,826 | 3 | April 10, 2024 |
| October 2025 | $334,115,686 | 3 | January 29, 2025 |
| October 2026 | $362,464,641 | 3 | February 12, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Income Focus Portfolio Management (CRD 165477): Form ADV filing data as of October 2026.