FOOTHILLS CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$29.5M
Discretionary
$29.5M
100% of AUM
Avg account
$220K
Accounts
134
Employees
1
Advisory reps
1

Firm details

Headquarters
EAGLE, Idaho
CRD number
334119
Custodians
CHARLES SCHWAB & CO., INC., ASCENSUS TRUST
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals47.48%
  • HNWI37.31%
  • Pension & Profit Sharing Plans15.21%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Foothills Capital Management, LLC is an independent registered investment adviser that serves both individual/family and institutional clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm runs fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees, suggesting flexibility to tailor engagements from ongoing discretionary management to project-based planning work. Their public-market approach leans heavily on pooled vehicles—mutual funds and other public funds make up the largest single asset class on the books—while third‑party alternative managers are used to access venture capital and real estate exposure. The firm does not position itself as an ESG-focused allocator. Given the client mix and services listed, Foothills appears to blend model and customized strategies to serve smaller institutions and high-net-worth individuals who want planning and outsourced portfolio oversight without relying solely on in‑house capital allocation capabilities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 35%, Exchange Traded Equities 20%, Investment Grade Corp Bonds 15%, Cash & Cash Equivalents 15%, US Government Bonds 10%, State & Local Bonds 10%35%
  • Public Funds/Mutual Funds35%
  • Exchange Traded Equities20%
  • Investment Grade Corp Bonds15%
  • Cash & Cash Equivalents15%
  • US Government Bonds10%

Contacts

1 of 1
  • RICHARD MARCOUX

    Managing MemberCRD 4796200

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

EAGLE, ID

ADA

Location

EAGLE, ID

Headquartered in EAGLE, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.

Metro area
Boise City-Mountain Home-Ontario, ID-OR
Region
West
County
ADA
Address
787 E State St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth