FOXSTONE FINANCIAL

FOXSTONE FINANCIAL of LONE TREE, CO is an SEC-registered investment adviser (CRD 284268). Regulatory assets under management: $79.8M.

Registration

• CRD: 284268
• Type: Registered investment adviser
• Location: 9380 STATION STREET, LONE TREE, CO, 80124
• Phone: 303-988-5443
• Latest filing: 2026-03-20
• Regulatory AUM: $79.8M
• Discretionary AUM: $79.8M
• Clients: 1
• Accounts: 564

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284268 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search