Foresight Capital Management Advisors, Inc.
- Regulatory AUM
- $351M
- Discretionary
- $349M
- Clients
- 577
- Avg AUM / client
- $608K
- Accounts
- 1,039
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 288 | $38.5M | 11.0% |
| High net worth individuals | 249 | $254M | 72.3% |
| Pension and profit sharing plans | 31 | $51.0M | 14.5% |
| State or municipal government entities | 9 | $2.7M | 0.78% |
| Insurance companies | Fewer than 5 clients | $3.4M | 0.96% |
| Corporations and other businesses | Fewer than 5 clients | $171K | 0.05% |
| Other | Fewer than 5 clients | $1.5M | 0.44% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Technical Solutions Holdings 401(k) Plan Technical Solutions Holdings, Inc. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Laurie Sue Stegenga | President/Chief Compliance Officer | CFP Personal Financial Specialist | Feb 2008 (19y) | 50% – 75% |
| Stegenga, Gerald, Paul | Shareholder | Feb 2008 (19y) | 25% – 50% | |
| Patrick Liam Carney | Registered representative | CFP | Dec 2020 (6y) | |
| Dillon Micheal Schroeder | Registered representative | CFP | Feb 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Technical Solutions Holdings 401(k) Plan | Technical Solutions Holdings, Inc. | 0 | $3.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $335M (95% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗