Foundry Financial LLC
Firm details
- Headquarters
- Pasadena, California
- CRD number
- 300122
- Registered since
- June 27, 2025
- Website
- www.foundryfinancial.org
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.4%
- Individuals18.6%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Foundry Financial LLC is an independent registered investment adviser that began SEC registration in 2025. Structured as an LLC with individual ownership, the firm focuses on advising individual and family clients through financial planning, discretionary portfolio management for individuals and small businesses, and selection of third‑party managers. Fee arrangements combine percentage‑of‑AUM and fixed fees. The firm identifies itself as a capital allocator, using outside managers alongside its own portfolio work, and maintains an affiliation with accounting professionals.
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 Funds87%
- Exchange Traded Equities8%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities1%
Contacts
3 of 10
Kevin Lum
FounderCRD 7054281
Kyle Hurt
Senior Financial PlannerCRD 7147698
Michael Zarrelli
Lead Financial PlannerCRD 7352577
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$295M in ETFs
7%
$19.2M
90%
$276M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $77.2M | 930,126 | 26.15% |
Location
Pasadena, CA
Los Angeles
Location
Pasadena, CA
Headquartered in Pasadena, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 479 S Marengo Ave
- Time zone
- PT (UTC-8)
- Office locations
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