The Foundry Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Laconia, NH. Its latest Form ADV filing, dated February 20, 2026, reports $284M in regulatory assets under management, 11 employee, and 1,206 accounts.
Assets Under Management
$284M
Employees
11
Offices
--
Total Clients
296
Primary office
LACONIA, NH
67 WATER STREET, SUITE 101, LACONIA, NH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.3% of total clients.
Top client categories% of clientsClients
1
Individuals
50.3%
149
2
HNWI
49.0%
145
3
Pension Plans
0.7%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$284Mas of February 20, 2026
Discretionary98.8%
$281M
99% of total RAUM98.8%
Non-discretionary1.2%
$3M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$284M
Total Accounts1,206
10Y AUM Change+$85M (+43.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee27:1
10Y Employee Change+2 (+22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.