Foxman Asset Advisors Inc.

Overview

Foxman Asset Advisors Inc. is an independent, privately owned registered investment adviser operating as a corporation. The firm serves both individual and family clients as well as institutional accounts, with core advisory services focused on financial planning and portfolio management for individuals and small businesses. Compensation is flexible: Foxman charges asset-based fees alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator. Industry relationships include connections with accounting and insurance firms.

Assets & Accounts

Public Holdings

Investments & Alternatives