FOY FINANCIAL SERVICES, INC.

FOY FINANCIAL SERVICES, INC. is an SEC-registered investment adviser (CRD 118828). Regulatory assets under management: $57.9M.

Registration

• CRD: 118828
• SEC file number: 801-61755
• Type: Registered investment adviser
• Phone: 402-483-2004
• Latest filing: 2026-06-12
• Regulatory AUM: $57.9M
• Discretionary AUM: $57.9M
• Clients: 1
• Accounts: 194

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118828 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search