$57.9M Total AUM
$57.9M Disc. AUM
-- 3Y CAGR
1 Employees
104 ADV. Clients
23 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vertex vertexCapital
- Established Date
- 02-20-2003
- Office Locations
- 1
Office Locations
-- Lincoln NE
About FOY Financial Services, Inc.
Foy Financial Services is a Lincoln, NE boutique RIA providing financial planning and discretionary portfolio management for retirees and entrepreneurs. The team emphasizes education and clear trade-offs so clients can make confident decisions while it handles the day-to-day investment details. Portfolios are predominantly ETF-based, with Schwab custody and Orion/Redtail workflows.
Team overview
47 AVG AGE
$57.9M AVG AUM / ADVISOR
$556.8K AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Request access to benchmark trends tied to momentum value.
Unlock to see real insight on summit summit unison.
Full visibility includes strategy notes for signal value.
Unlock to compare peer behavior around delta unison.
Unlock to compare peer behavior around signal wave.
Request access to benchmark trends tied to glacier.
Open the full profile to inspect shifts in summit bridge.
Premium access reveals conviction themes in vital prime focus.
Asset Classes
Crest Insight
Client Personas
Legacy Focus
CRM
Legacy momentum
Custodian
Frontier north Signal summit
Investment Themes
Beacon Insight pathway
Investment Vehicles
Foundation Alpha delta
Platform
Alpha
Services
Atlas Delta Element optima Momentum Timber Prime horizon Radial eagle
Technology
Frontier Element value
Owner & Executives
K
KATHLEEN J FOY
Owner
- CRD
- --
- Ownership
- 75% or more
(687) 659-1858
vector.delta@oakcapital.com
in linkedin.com/in/legacy-legacy
C
CINDY LEE HUNTER
Chief Compliance Officer, Director, Managing Member, President
- CRD
- #2628136
- Ownership
- Less than 5%
(348) 472-4388
pathway.atlas@signalcapital.com
in linkedin.com/in/focus-legacy
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,910,129 | $134,864 |
| Non-Discretionary | $0 | -- |
| Total | $57,910,129 | $134,864 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $57,910,129
Equity - Exchange:
20.0% Cash:
80.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $974,530,327 | 20.0% |
| Cash | $3,898,121,309 | 80.0% |
| Total | $4,872,651,636 | 100.0% |