Wealth Management Focus Capital Management Group is a New York-based financial services firm with a multi-decade track record since 1992, offering integrated wealth management services beyond retirement planning, including tax-advantaged investing, asset allocation, charitable gifting, and estate planning to individuals, families, and businesses.

Mid-market AUM The firm publicly notes approximately $1 billion in assets under advisement, indicating a mid-market client base with opportunities to expand advisory and succession planning services among active high-net-worth individuals and business owners.

Growth Through Talent Recent leadership and senior advisor hires in 2016–2017 suggest a growth trajectory and emphasis on strengthening advisory capacity, which can be leveraged to cross-sell wealth management and fiduciary services to existing clients and referrals.

Technology Stack Utilizes a modern tech stack (HubSpot Analytics, WordPress, DocuSign, Google Analytics, JW Player, AWS ALB) that can support client onboarding, digital marketing, and secure document workflows—areas to target for efficiency improvements and client experience enhancements.

Revenue Potential With reported revenue between 25 and 50 million and a client-centric, education-driven service approach, there is opportunity to expand assets under management, enhance charitable gifting and legacy planning offerings, and package advisory services for business owners and families in the New York market.