Foothills Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$29,483,000
Total clients
90
11% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
90
Average account size
$327,589
About
Foothills Capital Management provides portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and business entities. Services range from ongoing discretionary or non‑discretionary portfolio management documented by an Investment Policy Statement to one‑time or ongoing financial plans and formal consulting for retirement plans such as 401(k) arrangements.
The firm combines multiple methods of analysis—fundamental, quantitative, technical, charting, cyclical, and modern portfolio theory—and generally pursues a long‑term trading approach while tailoring portfolios to each client’s goals, time horizon, and documented risk tolerance. Investment recommendations are focused on mutual funds, fixed income, real estate funds (including REITs), ETFs (including precious‑metal ETFs), insurance products and annuities, and may include less common vehicles such as venture capital funds when appropriate.
What distinguishes Foothills from many peers is its affiliation with an insurance business and the licensed sale of insurance and annuity products to clients; the firm discloses and documents the resulting conflicts of interest. It also provides formal pension consulting to employer plans—creating written plan documents, advising on investment lineups, and recommending custodians or administrators—an offering that is less common among small independent advisory firms.
Client services
Expertise
Fee options
Fixed fees for financial planning between $500 and $9,500; fixed fees for pension consulting between $2,500 and $10,000.
$1 - $249,999: 1.30% $250,000 - $499,999: 1.20% $500,000 - $749,999: 1.10% $750,000 - $999,999: 1.00% $1,000,000+: 0.80%
Supervised persons may accept commissions for insurance products sold to clients, but commissions are not the firm's primary source of compensation.
Hourly fees for financial planning and pension consulting between $100 and $500.
Fee-only: Financial planning fixed fees between $500 and $9,500; hourly fees between $100 and $500; Pension consulting fixed fees between $2,500 and $10,000; hourly fees between $100 and $500.
Main office location
Foothills Capital Management, LLC
787 E. State St., Ste. 120
Eagle ID 83616, United States
Number of offices
3
Most active in
California · Idaho · Nevada
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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