F
Foxglove Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$125,000,000
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Foxglove Financial generally provides ongoing portfolio management services to high‑net‑worth individuals, preparing Investment Policy Statements that document each client’s goals, risk tolerance, tax considerations and time horizon. The firm requests discretionary trading authority but also offers non‑discretionary management at a client’s election; this stated focus on high‑net‑worth individual clients is atypical for firms in the investment‑manager category.
Investment decisions are grounded in fundamental analysis and implemented with a long‑term trading approach, with advice generally limited to mutual funds, equities, fixed‑income securities and ETFs. The firm frames its retirement account advice under a fiduciary standard and seeks to allocate investment opportunities fairly among client accounts.
Operational features that distinguish the firm include a requirement that clients use Interactive Brokers as custodian and a stated practice of not aggregating or block‑trading client orders, which can affect execution for larger or less liquid transactions. Foxglove does not accept performance‑based fees, does not utilize third‑party advisers, discloses potential receipt of soft‑dollar research or services from custodians, and performs monthly account reviews by its managing member and chief compliance officer.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Fee options
1.00% annually
Main office location
Foxglove Financial
Acton MA, United States
Number of offices
1
Most active in
Foxglove Financial has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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