Focus Capital, LLC
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
Years of Experience
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Focus Capital, LLC Brokerage Details
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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
Stefan Cobb Work History
Stefan has 21 years of experience.
Focus Capital LLC
Coldstream Capital Management Inc
Stefan Cobb has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Focus Capital, LLC