Stefan Cobb
Advisor at Focus Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Focus Capital, LLC
Location
Mount Vernon, WA
Credentials
Series 63, Series 65
Industry experience
26 years
About
Stefan Cobb is the sole partner at Focus Capital, LLC, an independent investment advisory firm based in Mount Vernon, WA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including a prior role at Coldstream Capital Management Inc. from 2015 to 2016. Cobb’s work focuses equally on research and managing investment portfolios for institutions, funds, and high-net-worth individuals. Focus Capital provides discretionary investment management, advisory, and research services primarily to high-net-worth individuals, families, businesses, trusts, and retirement plans. The firm employs an all-country, all-cap, all-style investment process and manages both separate client accounts and a private pooled long/short fund.
Client services
Based on Focus Capital, LLC
Portfolio management
Research for third party investment advisors
Research for third party investment advisors
Fee options
$10,000-$20,000 per month for research services provided to third-party investment advisors, negotiated based on assets
0.25% of assets under management, billed quarterly in advance
20% performance fee charged by Focus Partners Optimus Fund, LP
Account minimum: $250,000
Location
Mount Vernon, WA
Most active in
Stefan C has reported serving >5 clients in these states in the last 12 months.
Washington
Work history
Coldstream Capital Management Inc.
2015 - 2016 (1 year)
Focus Capital LLC
1999 - Present (27 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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