Foundry Financial LLC

RIASEC RegisteredEst. 2025

Total AUM

$233M

Discretionary

$233M

100% of AUM

Avg account

$372K

Accounts

626

Employees

Advisory reps

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

FINTRX

Overview

Foundry Financial LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm is owned by an individual and positions itself as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and third-party manager selection. Its fee model mixes AUM-based fees with fixed fees. The firm does not identify as an active ESG investor and is not reported as a multistate adviser on its regulatory snapshot. Foundry emphasizes discretionary portfolio management and the use of external managers when appropriate. That manager-selection capability, paired with the listed advisory services, suggests the firm combines direct portfolio oversight with outsourced strategies where it sees fit.