Stefan
Cobb

Focus Capital, LLC

CRD#1550252
Investment Advisor
in Seattle, WA

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About this Advisor

Stefan Cobb is a financial advisor working in Seattle, Washington, who has 21 years of professional experience. Cobb is currently employed by Focus Capital, LLC. During their career, the advisor has held roles at Focus Capital LLC and Coldstream Capital Management Inc. Cobb maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Washington. Focus Capital, LLC is an advisory business that has its headquarters in Seattle, Washington. It controls $5 million in assets under management between its 12 customer accounts, making it one of the smaller investment advisory firms in the nation by assets under management. Of its 12 client accounts, 92% belong to high-net-worth individuals who have at least $1 million in assets. Focus Capital, LLC performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees for financial management usually vary depending on the type of financial services offered. However, fee types billed by Focus Capital, LLC most likely include any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

21 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

3147 Fairview Ave E Ste 300
Seattle, WA 98102

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Focus Capital, LLC Brokerage Details

Total Assets Under Management

$5,127,929

WA Average: $3,566,627,242
Total Number of Employees

1

WA Average: 46
Total Number of Accounts

12

WA Average: 1,499
Average Account Size

$427,327

WA Average: $2,379,338

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Stefan Cobb Work History

Stefan has 21 years of experience.

1999 - Present (22 years)

Focus Capital LLC

2015 - 2016 (1 year)

Coldstream Capital Management Inc

Disclosures

Stefan Cobb has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Focus Capital, LLC

Stefan Cobb
Seattle, WA

This content was compiled from the SEC and FINRA.

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