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The Focus Group Advisors, LLC (Bartlesville)


The Focus Group Advisors, LLC is an adviser based in Bartlesville. It manages $1.23 million of regulatory assets for 79 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Kansas, Oklahoma, and Texas.

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The Focus Group Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Focus Group Advisors: assets under management

The assets under management (AUM) of The Focus Group Advisors, LLC is $1.23 million. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $998.16 thousand in discretionary accounts and $233.09 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.96 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $116.54 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Focus Group Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bartlesville

The principal office where The Focus Group Advisors, LLC performs its advisory services is located at 117 West Fifth Street, Bartlesville, OK 74003, which is also the mailing address of the firm. An additional office of the firm is in The Woodlands, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 918-336-7877 or by fax 918-336-7878. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.tfgok.com.


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