Foresight Investment Advisors, LLC
Firm details
- Headquarters
- Hot Springs, Arkansas
- CRD number
- 155800
- Website
- www.foresightia.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsMarket Timing Services
Firm profile
FINTRXOverview
Foresight Investment Advisors, LLC is a small, individually owned limited liability company operating as an institutional registered investment adviser. The firm bills advisory services on a percentage-of-AUM basis and focuses on portfolio management for individuals and small businesses, with stated capability to provide market timing services. It is not positioned as a multi-state adviser, does not identify as an active ESG investor, and does not serve as a capital allocator, pension consultant, or related adviser. The firm lists an industry affiliation with an insurance company.
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
- Exchange Traded Equities60%
- Investment Grade Corp Bonds39%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Thomas Rizzo
Chief Compliance OfficerCRD 5727300
Contacts
2 of 2Michael Carmody
Investment AdviserCRD 5879961

Steven Irwin
Founder and Managing MemberCRD 3273883
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hot Springs, AR
Garland
Location
Hot Springs, AR
Headquartered in Hot Springs, AR, anchoring the Hot Springs-Malvern, AR metro in the South.
- Metro area
- Hot Springs-Malvern, AR
- Region
- South
- County
- Garland
- Address
- 307 Carpenter Dam Rd
- Time zone
- CT (UTC-6)
- Office locations
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