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Foronjy Financial

Foronjy Financial. CRD 332380

Foronjy Financial logo

CRD: 332380

Foronjy Financial

Santa Barbara, CA, 93101
8055431033
www.foronjyfinancial.com
$278.0M Total AUM
$278.0M Disc. AUM
-- 3Y CAGR
7 Employees
195 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · LPL Financial
Clients
Retail and Institutional
Platforms
Horizon fusionEagle +more
Established Date
08-16-2024
Office Locations
2

Office Locations

1085 Higuera Street #120 SAN Luis Obispo CA
401 Chapala Street Suite 105 Santa Barbara CA

About Foronjy Financial

Foronjy Financial LLC is an RIA based in California with offices in Santa Barbara and San Luis Obispo. The firm provides wealth management, retirement solutions, portfolio management and risk analysis, with planning that includes tax strategy, Roth conversions, and estate/legacy and charitable giving coordination. Client focus includes retirees, sudden-wealth situations, and local employees (e.g., PG&E/Raytheon), and it supports Fidelity as a custodian.

Team overview

42 AVG AGE
$69.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
1.6 yrs AVG TENURE
7 Employees
4 Advisory Reps
3 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Momentum Frontier vector Signal frontier Capital Pathway element

Client Personas

Timber Pioneer Meridian wave

Custodian

Harbor Insight Insight capital Element Signal Element Beacon legacy Meridian ember Ridge Matrix

Investment Themes

Unison Value Insight Eagle insight Vector

Investment Vehicles

Crest Glacier

Platform

Radial

Services

Frontier Eagle value Zenith insight Horizon value Insight bridge Catalyst zenith North peak Peak vertex Pioneer radial Optima Atlas focus

Technology

Vital prime Catalyst insight Peak radial Vertex

Owner & Executives

BRYAN CHARLES FORONJY

BRYAN CHARLES FORONJY

Certified Financial Planner, Chief Compliance Officer, Owner

CRD
#4978922
Ownership
75% or more
(775) 725-7131
eagle.pioneer@valuecapital.com
in linkedin.com/in/pathway-zenith

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Contacts

Emily Sarah Goodman

Emily Sarah Goodman

--

CRD
#7676224
(699) 356-3917
prime.atlas@momentumcapital.com
in linkedin.com/in/glacier-signal
C

CASEY ELSWORTH MARKS

Wealth Manager

CRD
#4748267
(236) 909-7213
vertex.oak@signalcapital.com
in linkedin.com/in/eagle-optima

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-03-2024
10-13-2025
02-12-2026
Category Assets AVG. Account size
Discretionary $278,028,743 $509,210
Non-Discretionary $0 --
Total $278,028,743 $509,210

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Separately Managed Accounts

Total SMA Asset: $278,028,743

$278.0M Total SMA
Public Funds:
18.7%
Equity - Exchange:
27.7%
Other:
21.4%
Cash:
7.8%
Private Funds:
24.4%
Asset class Assets Assets %
Public Funds $1,385,344,521 18.7%
Equity - Exchange $2,052,087,874 27.7%
Other $1,585,367,527 21.4%
Cash $577,844,239 7.8%
Private Funds $1,807,615,311 24.4%
Total $7,408,259,472 100.0%

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