Foronjy Financial Llc
- Regulatory AUM
- $278M
- Discretionary
- $278M
- Clients
- 187
- Avg AUM / client
- $1.5M
- Accounts
- 546
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 90 | $54.3M | 19.5% |
| High net worth individuals | 93 | $222M | 79.8% |
| Pension and profit sharing plans | 3 | $1.3M | 0.47% |
| Corporations and other businesses | 1 | $599K | 0.22% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryan Charles Foronjy | Chief Compliance Officer | CFP | Jul 2017 (9y) | ≈ 37.5% – 75% via Foronjy Family Trust |
| Foronjy, Jennifer, Nash Rhodes | Trustee | Jul 2017 (9y) | ≈ 37.5% – 75% via Foronjy Family Trust | |
| Casey Elsworth Marks | Registered representative | Feb 2025 (2y) | ||
| Emily Sarah Goodman | Registered representative | CFP | Mar 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Foronjy Family Trust | Owner | Dec 2015 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bryan Charles Foronjy: 50% – 75% of Foronjy Family Trust × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Foronjy, Jennifer, Nash Rhodes: 50% – 75% of Foronjy Family Trust × 75% – 100% direct ≈ 37.5% – 75% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/12/2026 | 947 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
- • Pension consulting services
Custody
Reported custodians
- LPL Financial $201M (72% of AUM) Feb 2026
- Fidelity Brokerage Services $64.0M (23% of AUM) Feb 2026
- Fidelity Distributors Company Llc $59.6M (22% of AUM) Oct 2025
- Charles Schwab & Co. $11.5M (4% of AUM) Feb 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: Aug 06, 2026.
View current Form ADV (SEC/IAPD) ↗