FOUNDRY FINANCIAL LLC

Overview

Foundry Financial LLC is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm serves individual and family clients and positions itself as a capital allocator: it delivers financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model combines a percentage-of-AUM schedule with fixed fees. The snapshot lists SEC registration year as 2025 and identifies the firm as not being an active ESG investor. The firm is also recorded as not being a multi-state adviser on the snapshot, even though office information shows a presence across multiple states.

Assets & Accounts

Investments & Alternatives

Location & Offices