Wealth Manager
    SEC Registered
    Manages Private Funds

    The Foundry Financial Group, Inc.

    Registered investment advisor · Laconia, New Hampshire · CRD #116823

    Assets Under Management
    $284M
    Client Accounts
    1,206
    Employees
    11
    CRD Number
    116823
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About The Foundry Financial Group, Inc.

    The Foundry Financial Group, Inc. is a SEC-registered investment advisory firm headquartered in Laconia, New Hampshire, managing approximately $284M in regulatory assets across 1,206 client accounts. The firm's full regulatory record is filed with the SEC under CRD #116823.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for The Foundry Financial Group, Inc.

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    Frequently Asked Questions

    What is The Foundry Financial Group, Inc.'s AUM?

    The Foundry Financial Group, Inc. reports approximately $284M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is The Foundry Financial Group, Inc. headquartered?

    The Foundry Financial Group, Inc. is headquartered in Laconia, New Hampshire.

    What is The Foundry Financial Group, Inc.'s CRD number?

    The Foundry Financial Group, Inc.'s CRD number is 116823. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does The Foundry Financial Group, Inc. manage?

    The Foundry Financial Group, Inc. manages approximately 1,206 client accounts according to its latest SEC filing.

    Is The Foundry Financial Group, Inc. SEC registered?

    Yes, The Foundry Financial Group, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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