THE FOUNDRY FINANCIAL GROUP, INC.

Overview

The Foundry Financial Group, Inc. is an independent registered investment adviser that acts as a capital allocator for individuals, families and some institutional clients. The firm combines financial planning and portfolio management for individuals and small businesses with pension consulting and selection-of-advisers services. Its fee model is flexible, using percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing wealth-management relationships and project-based planning work. Investment behavior is tilted toward pooled, liquid instruments for core equity exposure and selective use of external managers for alternatives. The firm is not positioned as an ESG-focused investor and maintains a concentrated operational footprint rather than a multi-state advisory platform. As a capital allocator it supplements public markets exposure with allocations to third‑party real estate managers and uses annuities and mutual funds where appropriate for client objectives such as income generation and diversification.

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Public Holdings

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Location & Offices