SourcingSourcing

FOCUS POINT SOLUTIONS, INC

C27
CRD 131195·SEC 801-63028·PORTLAND, OR
AUM
$6.78B
$1B+
Est. Revenue
$67.8M
@ 1% on AUM
Est. EBITDA
$20.3M
@ 30% margin
Est. Deal Value
$162.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FOCUS POINT SOLUTIONS, INC
CRD
131195
SEC file #
801-63028
EIN
—
DBA names
Focuspoint Solutions, Inc.

Economics

AUM
$6.78B
AUM band
$1B+
AUM trajectory
'20'26
$2.90B → $6.78B▲ +133%
Client mix
Other Investment Advisers13,288

Operations

Employees (total)
40
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
PORTLAND OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — businessesSelection of other advisersOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
06/09/2025
ADV-W filed at
—
Website
focuspointsolutions.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HICKS, CHRISTOPHER, KEIL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HICKS, CHRISTOPHER, KEIL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FOCUSPOINTSOLUTIONS.COM
Rdap Domain Creation Date
2002-09-10T23:15:51Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Gandi SAS

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-12-31T11:59:59Z
Rdap Domain Last Changed
2026-05-17T05:36:01Z
Rdap Nameservers
Ns-1025.awsdns-00.orgNs-1771.awsdns-29.co.ukNs-319.awsdns-39.comNs-982.awsdns-58.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
3231318
Trust Company Affiliate
No

People (1)

1
HICKS, CHRISTOPHER, KEIL
Direct Owner · 87.5%
3231318