CRD: 147014
Foresight Capital Management Advisors, Inc.
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- Custodian
- Charles Schwab & Company · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- RadialMeridian bridge +more
- Established Date
- 01-07-2010
- Office Locations
- 1
Office Locations
About Foresight Capital Management Advisors, Inc.
Foresight Capital Management Advisors is an independent, fee-only RIA based in the Ann Arbor–Saline, MI area, providing comprehensive wealth management and financial planning for individuals alongside corporate retirement plan services. Portfolios emphasize asset allocation using ETFs and mutual funds with fixed-income exposure. The firm is listed with NAPFA and commonly custodies assets at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LAURIE SUE STEGENGA
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #5517177
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
Unlock allContacts
Patrick Liam Carney
Financial Advisor, General Partner
- CRD
- #7239046
Dillon Micheal Schroeder
Financial Advisor, General Partner
- CRD
- #7700354
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $349,481,684 | $337,990 |
| Non-Discretionary | $1,616,350 | $323,270 |
| Total | $351,098,034 | $337,919 |
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Separately Managed Accounts
Total SMA Asset: $351,098,034
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $72,993,679 | 5.7% |
| Equity - Exchange | $90,921,951 | 7.1% |
| Corporate - Investment Grade | $197,210,993 | 15.4% |
| Municipal Bonds | $334,234,216 | 26.1% |
| Cash | $284,291,172 | 22.2% |
| Corporate - Non-Investment Grade | $300,938,854 | 23.5% |
| Total | $1,280,590,865 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT EMBER HORIZON | ALPHA ATLAS | 80PSJXC43 | ILL | 7.38% | $96,745,653 |
| HORIZON ALPHA TIMBER | BRIDGE PIONEER | 39Z0BB4X8 | KCPS | 8.79% | $23,905,839 |
| PEAK QUANTUM | VITAL DELTA | YXVRF3N67 | TOI | 7.72% | $68,310,769 |
| MATRIX CREST CAPITAL | VECTOR LEGACY | U7N9TYXJ4 | BXMOO | 9.31% | $84,090,550 |
| PRIME RADIAL ZENITH | HARBOR FOUNDATION | R2AWTDHBT | NDBN | 12.28% | $40,432,276 |
| EAGLE MOMENTUM | PATHWAY ELEMENT | BO3WNR1U6 | XPLW | 12.26% | $36,974,065 |
| VALUE HORIZON | PIONEER MATRIX | 0NGM683M9 | DMMIX | 4.46% | $97,169,614 |
| BRIDGE RADIAL | PIONEER MERIDIAN | GJV2C17R9 | CNRTQ | 1.02% | $31,991,667 |