← Tributary

FOCUSPOINT SOLUTIONS, INC.

PORTLAND, OR · CRD 131195 · IAPD ↗ · focuspointsolutions.com · 503-445-1957

$6.78BRegulatory AUM
1Advisory reps
40Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

55
July 2026 — FOCUSPOINT SOLUTIONS, INC. (PORTLAND, OR) left the SEC roster (was $6.78B RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
57
April 2025 — FOCUSPOINT SOLUTIONS, INC. reported RAUM up 35% ($5.00B -> $6.78B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — FOCUSPOINT SOLUTIONS, INC. now reports custody of client assets ($652.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.