Foresight Investment Advisors, LLC

RIASEC Registered
Total AUM
$161K
Discretionary
$161K
100% of AUM
Avg account
$53.8K
Accounts
3
Employees
4
Advisory reps
3

Firm details

Headquarters
Hot Springs, Arkansas
CRD number
155800
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsMarket Timing Services

Firm profile

FINTRX

Overview

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

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: Exchange Traded Equities 60%, Investment Grade Corp Bonds 39%, Cash & Cash Equivalents 1%60%
  • Exchange Traded Equities60%
  • Investment Grade Corp Bonds39%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Thomas Rizzo

    Thomas Rizzo

    Chief Compliance OfficerCRD 5727300

Contacts

2 of 2
  • Michael Carmody

    Investment AdviserCRD 5879961

  • Steven Irwin

    Steven Irwin

    Founder and Managing MemberCRD 3273883

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth