Foxman Asset Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$32,447,374
Total clients
133
7% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
44
Average account size
$243,965
About
Foxman Asset Advisors provides ongoing discretionary and non‑discretionary portfolio management, financial planning, and consulting to individuals, trusts, foundations, and business entities. The firm reports approximately $32.4 million in assets under management across about 133 client accounts and generally charges asset‑based advisory fees for portfolio management.
Investment decisions are implemented under written Investment Policy Statements and guided by fundamental analysis, modern portfolio theory, and quantitative methods with a long‑term trading orientation; the firm typically recommends mutual funds and may employ municipal securities, ETFs, fixed income, REITs, and annuities in client portfolios. Foxman Asset Advisors also uses a third‑party platform (Pontera) to connect and rebalance held‑away defined contribution accounts and reviews managed accounts at least quarterly.
Distinctive features disclosed in the brochure include cross‑industry affiliations and dual‑licensed personnel: firm principals have ownership interests in an accounting group and related entities, and multiple advisers are licensed to sell insurance and act as registered representatives, a structure the firm acknowledges can create commission‑based conflicts and documents in client files. The firm requires custody at Charles Schwab Institutional or Interactive Brokers, describes access to Schwab institutional services and potential soft‑dollar benefits, and includes specific policies for municipal bond selection and related MSRB disclosures.
Client services
Expertise
Fee options
Financial planning fixed fees range from $1,500 to $10,000; Consulting fixed fees $55 per 15-minute consultation.
$0 - $50,000: 1.85% $50,001 - $100,000: 1.80% $100,001 - $500,000: 1.70% $500,001 - $1,000,000: 1.30% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.70%
Commissions from sale of securities and insurance products by representatives outside advisory services, not primary source of firm compensation.
$220 per hour for financial planning services.
Fee-only: Portfolio management fees based on asset tiers as above; Financial planning fixed fees $1,500 to $10,000; hourly fees $220/hour; Consulting fixed fees $55 per 15-minute consultation.
Main office location
Foxman Asset Advisors Inc.
1700 Rockville Pike, Ste 110
Rockville MD 20852, United States
Number of offices
1
Most active in
Maryland · Virginia
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Quick links
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