FOOTLAMP

RIASEC Registered
Total AUM
$23.1M
Discretionary
$22.5M
98% of AUM
Avg account
$345K
Accounts
67
Employees
1
Advisory reps
1

Firm details

Headquarters
Atlanta, Georgia
CRD number
265788
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals79.42%
  • HNWI20.58%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Footlamp operates as an independent registered investment adviser organized as a limited liability company and focused on serving individual and family clients. The firm functions as a capital allocator, favoring outsourced manager relationships and pooled public funds rather than direct stock-picking at scale. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and client education through newsletters and seminars. Fee arrangements are flexible, combining a percentage-of-AUM model with hourly and fixed-fee arrangements. Footlamp is not an active ESG investor and does not position itself as a pension consultant or related-adviser network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • EDWARD KERNS

    PresidentCRD 5857458

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3715 Northside Pkwy NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth