F
CRD: 334119
Foothills Capital Management, LLC
Eagle, ID, 83616
2085012152
$29.5M Total AUM
$29.5M Disc. AUM
-- 3Y CAGR
1 Employees
96 ADV. Clients
1 yrs Firm Age
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- Custodian
- Ascensus ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-27-2025
- Office Locations
- 1
Office Locations
5701 Lonetree Blvd. Ste. 221b Rocklin CA
About Foothills Capital Management, LLC
Foothills Capital Management, LLC is a Eagle-based RIA. The firm has been operating for 1 years. Managing $29.5M in total assets under management, with 1 advisory representatives. They custody assets with Ascensus and Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$29.5M AVG AUM / ADVISOR
$307.1K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Foundation Momentum frontier Prime
Investment Themes
Bridge Matrix summit Prime
Investment Vehicles
Matrix
Services
Crest Harbor Signal ember Wave Wave Foundation Momentum north
Owner & Executives
R
RICHARD SCOTT MARCOUX
Chief Compliance Officer, Managing Member
- CRD
- #4796200
- Ownership
- 75% or more
(440) 212-1762
quantum.signal@foundationcapital.com
in linkedin.com/in/eagle-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,483,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,483,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,483,000
Public Funds:
15.3% Equity - Exchange:
11.8% Cash:
16.2% Corporate - Investment Grade:
18.0% Municipal Bonds:
15.9% U.S. Government/Agency:
22.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $94,300,101 | 15.3% |
| Equity - Exchange | $72,728,182 | 11.8% |
| Cash | $99,847,166 | 16.2% |
| Corporate - Investment Grade | $110,941,295 | 18.0% |
| Municipal Bonds | $97,998,144 | 15.9% |
| U.S. Government/Agency | $140,525,640 | 22.8% |
| Total | $616,340,528 | 100.0% |