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- Custodian
- Charles Schwab & Company · TD Ameritrade · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-09-2018
- Office Locations
- 2
Office Locations
About Foothills Advisors, LLC
Foothills Advisors, LLC is a Cave Creek, AZ wealth management firm providing investment management and planning for retirement, tax and insurance needs. Portfolios can use equities, fixed income, private non-correlated assets and insurance solutions, built around a customized allocation after detailed goal analysis and rebalanced to manage volatility. The team includes a CPA senior wealth advisor and performs ongoing due diligence with outside managers.
Reported data analysis
What the numbers show
Between January 28, 2025 and August 24, 2026, reported AUM increased 36.3%, from $104.2M to $142.1M.
Across 3 reported observations, AUM increased 20.8% between April 3, 2024 and August 24, 2026, from $117.7M to $142.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 188 clients, or 62.7 clients per representative. That equates to $755.8K in reported AUM per client.
The profile lists 2 reported office locations and 7 years in operation. The source data was last updated on August 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
JEFFREY MICHAEL JONES
--
- CRD
- #5542768
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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AARON Michael COATES
Owner
- CRD
- #7017086
TIMOTHY ANDREW MAIEFSKI
Senior Financial Advisor
- CRD
- #2708450
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,096,859 | $305,585 |
| Non-Discretionary | $0 | -- |
| Total | $142,096,859 | $305,585 |
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Separately Managed Accounts
SMA allocation detail is available
Foothills Advisors, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.