FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
Firm details
- Headquarters
- SALINE, Michigan
- CRD number
- 147014
- Registered since
- March 30, 2015
- Website
- www.fcmadvisors.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.27%
- Pension & Profit Sharing Plans14.54%
- Individuals10.97%
- Insurance Companies0.96%
- State / Municipal Government0.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Foresight Capital Management Advisors, Inc. is an independent RIA and capital allocator that has been SEC-registered since 2015. The firm serves both individual and family clients as well as institutional accounts, operating primarily on a discretionary portfolio management model while also offering financial planning, pension consulting and educational workshops. Its advisory practice includes selection of other advisers, which indicates a willingness to combine in-house management with third‑party managers where appropriate. Investment activity centers on a mix of public funds and direct equity exposure. The firm leans on mutual funds and ETFs for core public-market exposure while maintaining individual equity positions that suggest a tilt toward concentrated stock ideas or tactical tilts. Fee arrangements are flexible — percentage of AUM, hourly and fixed-fee engagements — enabling work with a range of client sizes and mandates. Foresight was recognized as a Top RIA Firms pick by FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds43%
- Exchange Traded Equities24%
- Investment Grade Corp Bonds14%
- State & Local Bonds11%
- Cash & Cash Equivalents6%
Contacts
3 of 3LAURIE STEGENGA
PresidentCRD 5517177
Dillon Schroeder
Vice PresidentCRD 7700354
Patrick Carney
Vice President, DirectorCRD 7239046
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$96M in ETFs
82%
$78.8M
18%
$17.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $13.3M | 20,457 | 13.85% |
Location
SALINE, MI
WASHTENAW
Location
SALINE, MI
Headquartered in SALINE, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- WASHTENAW
- Address
- 1205 Industrial Dr
- Time zone
- ET (UTC-5)
- Office locations
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