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Focus Investment Advisors, LLC

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Client assets under management

$30,500,000

Clients

20

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

10

Very Low

Average account size

$1,525,000

About

Focus Investment Advisors provides discretionary and non‑discretionary asset management and portfolio management services for individuals, corporations, charitable institutions and foundations. Engagements begin with a client profile and customized asset allocation, and the firm may recommend third‑party money managers or privately placed funds as part of an overall program.

The firm combines fundamental and technical analysis and implements long‑term, short‑term, and trading strategies, including occasional short‑term trading and the use of options, margin and other derivative instruments. Portfolios may include onshore and offshore mutual funds, non‑U.S. equities and bonds, high‑yield and emerging‑market securities, and structured products, and accounts are typically managed on a discretionary basis.

Compared with many independent peers, the brochure emphasizes cross‑border investing practices and operational details tied to non‑U.S. markets — including references to Euroclear settlement, foreign currency constraint scenarios, and offshore/private placement investments — which align with the firm’s significant non‑U.S. client exposure. The firm also discloses relatively substantial account thresholds (the brochure cites a $500,000 minimum and a stated focus on high‑net‑worth clients) and notes referral arrangements and insurance‑related compensation in which its personnel may participate, a potential conflict of interest for prospective investors to consider.

Client services

Portfolio management

Expertise

Options & derivatives strategies Private / alternative investments

Occupation focus

Founder/Business Owner

Fee options

Fixed

Negotiable flat fees may be charged for certain small accounts, paid quarterly in arrears

Percentage

$0+: 0.30% to 2.00% annually (discretionary accounts) $0+: 0.10% to 2.00% annually (non-discretionary accounts)

Commissions

Commission-based compensation for insurance products sold by certain advisory representatives, separate from advisory fees

Other

Account minimum: $500,000 Minimum fee: Minimum fee threshold of $500 per billing cycle for certain small non-discretionary accounts; minimum fee threshold of $2,000 per year for certain small discretionary accounts

Main office location

Focus Investment Advisors, LLC

40 Sw 13 Th Street, Suite 201

Miami FL 33130, United States

Number of offices

1

Most active in

More info

Florida

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 305-494-6551

Advisors at this firm

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Marcelo A

Series 65, Series 66

Miami, FL

Focus Investment Advisors, LLC

Marcelo Alves is a financial advisor at Focus Investment Advisors, LLC in Miami, FL, holding Series 65 and Series 66 licenses with 17 years of industry experience. He has been with Focus Investment Advisors since 2011 and also maintains a role at Genesis Investment Advisors LLC. Focus Investment Advisors provides discretionary and non-discretionary asset and portfolio management services to individuals, corporations, charitable institutions, and foundations. The firm employs a combination of fundamental and technical analysis and offers a range of strategies including long-term, short-term, and trading approaches, with a focus on cross-border investing and significant non-U.S. client exposure.

Options & derivatives strategies Private / alternative investments Founder/Business Owner
user avatar

Marcus H

Series 63, Series 65, Series 66

Miami, FL

Focus Investment Advisors, LLC

Marcus Herndl Filho is a financial advisor at Focus Investment Advisors, LLC in Miami, FL, holding Series 63, 65, and 66 licenses. He has experience dating back to 2006, including 15 years at Bull Capital and co-founding H2 Kapital, an investment company based in Brazil where he serves as managing director and CIO, managing over $1.5 billion in assets across 23 investment vehicles. At H2 Kapital, he oversees a team of 15 analysts and is registered as a portfolio manager with the Brazilian SEC. Focus Investment Advisors provides discretionary and non-discretionary asset and portfolio management services to individuals, corporations, charitable institutions, and foundations. The firm employs a combination of fundamental and technical analysis and offers a range of investment strategies with an emphasis on cross-border investing and significant non-U.S. client exposure.

Options & derivatives strategies Private / alternative investments Founder/Business Owner
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