Foxglove Financial

Overview

Foxglove Financial is a small, owner-managed investment adviser organized as a limited liability company that focuses on discretionary portfolio management for individuals and small businesses. The firm charges both a percentage-of-AUM fee and fixed fees and concentrates its allocations in publicly traded equities. Filings indicate a clear tilt toward exchange-traded instruments and separate managed account (SMA) structures rather than private or alternative strategies. Foxglove Financial does not describe itself as an ESG investor, is not positioned as a multi-state advisory platform, and does not operate as a pension consultant or capital allocator. Investment activity centers on actively managed discretionary accounts where equity exposure is the primary risk driver. The adviser appears to pair broad exchange-traded exposure with mutual funds to build core portfolios and to implement client-level customization through SMAs. Given the firm’s client focus (individuals and small businesses) and compact scale, portfolio construction likely emphasizes liquid, transparent instruments that can be tailored to household-level objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices