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THE FOUNDRY FINANCIAL GROUP, INC.
CRD 116823File 801-129329
APPROVED
Retail clients
Custody
Filing as of Feb 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$284.2M
Below cohort median (national)
Discretionary AUM
$280.9M
Non-discretionary $3.3M
Clients
296
1,206 accounts
Employees
11
Below cohort median in NH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 10, 2024
- Principal office
- 67 WATER STREET, SUITE 101, LACONIA, NH, 03246-3300
- Phone
- 603-528-5171
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $284.2M
- Discretionary AUM
- $280.9M
- Non-discretionary AUM
- $3.3M
- Discretionary accounts
- 1,195
- Non-discretionary accounts
- 11
- Total accounts
- 1,206
- AUM per client
- $960K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 145 | $240.4M |
| Pension and profit sharing plans | 2 | $9.1M |
| Individuals (other than high net worth individuals) | 149 | $34.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.