Foothills Capital Management, LLC

RIASEC Registered
Total AUM
$29.5M
Discretionary
$29.5M
100% of AUM
Avg account
$220K
Accounts
134
Employees
1
Advisory reps
1

Firm details

Headquarters
Eagle, Idaho
CRD number
334119
Custodians
CHARLES SCHWAB & CO., INC., ASCENSUS TRUST
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals47.48%
  • HNWI37.31%
  • Pension & Profit Sharing Plans15.21%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Foothills Capital Management, LLC is an independent, individually owned registered investment adviser that provides fee-based financial planning and discretionary portfolio management alongside pension consulting for small businesses. The firm serves both individual and family clients as well as institutional relationships, and charges a mix of percentage-of-AUM, hourly, and fixed fees. Foothills does not identify as an active ESG investor and is not listed as a capital allocator; its advisory role centers on planning and managing portfolios rather than originating third‑party fund products.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 35%, Exchange Traded Equities 20%, Investment Grade Corp Bonds 15%, Cash & Cash Equivalents 15%, US Government Bonds 10%, State & Local Bonds 10%35%
  • Public Funds/Mutual Funds35%
  • Exchange Traded Equities20%
  • Investment Grade Corp Bonds15%
  • Cash & Cash Equivalents15%
  • US Government Bonds10%

Contacts

1 of 1
  • Richard Marcoux

    Richard Marcoux

    Managing MemberCRD 4796200

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Eagle, ID

Ada

Location

Eagle, ID

Headquartered in Eagle, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.

Metro area
Boise City-Mountain Home-Ontario, ID-OR
Region
West
County
Ada
Address
787 E State St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth