$79.8M Total AUM
$79.8M Disc. AUM
-- 3Y CAGR
1 Employees
248 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-06-2017
- Office Locations
- 1
Office Locations
9380 Station Street Suite 225 Lone Tree CO
About Foxstone Financial
Foxstone Financial is a Colorado RIA providing holistic wealth management for accredited investors, combining asset management, financial planning, and tax planning. Its proprietary Freedom4 quadrant system guides personalized allocation across liquidity, traditional retail investments, guaranteed-return solutions, and alternative strategies, with an emphasis on risk reduction and tax efficiency.
Team overview
37 AVG AGE
$79.8M AVG AUM / ADVISOR
$321.8K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Accredited Investors
Ember
Asset Classes
Matrix Momentum North Crest Legacy Ember Optima Vital
Client Personas
Eagle Signal signal
CRM
Ember unison
Custodian
Meridian
Investment Themes
Vertex Focus pathway Timber horizon Delta
Investment Vehicles
Frontier timber Meridian
Services
Summit foundation Alpha Oak Unison Zenith prime Unison focus Beacon atlas Momentum
Owner & Executives
CHRISTIAN VERNON RAVSTEN
Chief Compliance Officer, Managing Member, President
- CRD
- #5344167
- Ownership
- 75% or more
(455) 670-1412
vector.vector@beaconcapital.com
in linkedin.com/in/momentum-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,816,024 | -- |
| Non-Discretionary | $0 | -- |
| Total | $79,816,024 | -- |
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Separately Managed Accounts
Total SMA Asset: $79,816,024
Public Funds:
24.8% Equity - Exchange:
50.1% Cash:
25.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $853,412,000 | 24.8% |
| Equity - Exchange | $1,724,029,886 | 50.1% |
| Cash | $863,735,532 | 25.1% |
| Total | $3,441,177,418 | 100.0% |