Foresight Capital Management Advisors, Inc.

RIASEC Registered

Total AUM

$351M

Discretionary

$349M

100% of AUM

Avg account

$338K

Accounts

1,039

Employees

Advisory reps

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

FINTRX

Overview

Foresight Capital Management Advisors, Inc. is an independently owned registered investment adviser that has been SEC registered since 2015. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, pension consulting services and educational seminars. The firm is not identified as an active ESG investor and is classified as a single-state adviser. Foresight also appears on industry lists, having been named among FA Magazine’s Top RIA Firms in 2020.