Advisor at Spearhead Administrative Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Spearhead Administrative Services, LLC
Location
Greenville, DE 19807
Credentials
Series 63, Series 65
Industry experience
15 years
Kenneth Foley Jr. is a financial advisor with Spearhead Administrative Services, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Lombard International from 2001 to 2018 and more recent positions at Spearhead Capital Advisors and The Leaders Group, Inc. He currently serves as CEO and Investment Representative at Spearhead Administrative Services. Spearhead Administrative Services, LLC provides investment advisory and administrative services to private investment funds and separately managed accounts primarily for insurance company segregated asset accounts and private placement variable life and annuity contract owners. The firm manages investments through independent subadvisors and focuses on oversight, due diligence, and valuation, utilizing strategies that include global investments, leverage, and derivatives.
Based on Spearhead Administrative Services, LLC
Retainer fees charged in certain limited circumstances for setting up offering documents around a Fund.
$0+: 0.10% to 2.15% per annum on Net Asset Value of Fund (Private Funds, varies by Series/Class of Interest) $0+: 0.15% to 2.15% per annum on Account assets (Separately Managed Accounts)
Commission-based compensation earned from the sale of insurance products separate and in addition to advisory fees.
Performance-based fees charged by some Funds and Accounts based on capital gains or appreciation; details in offering documents or IPS; typically passed on to subadvisors.
Account minimum: $1 million Fee-only: Management fees ranging generally from 0.10% to 2.15% per annum for Funds and 0.15% to 2.15% for Accounts; fees charged quarterly in arrears or monthly/quarterly in advance or arrears for Funds; no higher fees due to subadvisors.
3828 Kennett Pike, Suite 202
Greenville, DE 19807
Delaware · Pennsylvania
The Leaders Group, Inc.
2022 - Present (4 years)
Spearhead Administrative Services, LLC
2022 - Present (4 years)
Spearhead Capital Advisors
2019 - 2022 (3 years)
Spearhead Capital, LLC
2019 - 2022 (3 years)
Lombard International DISTRIBUTION COMPANY
2010 - 2018 (8 years)
Lombard International
2001 - 2018 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65
Chadds Ford, PA
The Lyttle Company, LLC
John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.
Series 65
Wilmington, DE
Annova LLC
CFP®, ChFC®, Series 63, Series 65
East Fallowfield, PA
Altruistic Advisor LLC
Series 65
Glen Mills, PA
Keystone Wealth Management Services Inc
Series 66
Chadds Ford, PA
3rd Level Analytics
CFA®, Series 63, Series 65
Landenberg, PA
WHTG Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")