FOCUSED ALPHA, LLC
C26
CRD 310591·SEC 801-121367·GREENWOOD VILLAGE, CO
AUM
$663.9M
$500M-$1B
Est. Revenue
$6.6M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$15.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $284.1M
'23 · $284.1M
'25 · $561.9M
'26 · $663.9M
'22'26
$284.1M → $663.9M▲ +134%
Operations
Advisory staff (5-yr trend)
'21 · 1 advisors
'22 · 3 advisors
'23 · 4 advisors
'25 · 8 advisors
'26 · 5 advisors
'21'26
1 advisors → 5 advisors▲ +400%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1401 LAWRENCE STREETSUITE 1600DENVER, CO 80202
Business
1401 LAWRENCE STREETSUITE 1600DENVER, CO 80202
Edgar Recent Filings
13F-HR2026-05-12 · 0001104659-26-059190
13F-HR2026-02-13 · 0001104659-26-014890