Foundry Financial LLC

Overview

Foundry Financial LLC is an independent Registered Investment Adviser organized as a limited liability company and owned by an individual. The firm is positioned as a capital allocator serving individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee structure combines a percentage-of-AUM element with fixed fees. Foundry is not an active ESG investor, and the firm lists an accountant among its industry affiliations. The advisory platform is SEC-registered (registration year shown as 2025) and the firm identifies as an allocator that supplements traditional manager selection with direct use of pooled vehicles and credit instruments.

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Public Holdings

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Location & Offices