# FOUNDRY FINANCIAL LLC

FOUNDRY FINANCIAL LLC of PASADENA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 300122
- Type: SEC-registered investment adviser
- SEC file number: 801-133770
- Location: 479 S MARENGO AVE, PASADENA, CA, 91101
- Phone: (213) 802-8662
- Latest filing: 2026-06-16
- Regulatory AUM: $232.6M
- Discretionary AUM: $232.6M
- Clients: 10
- Accounts: 626

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Kevin D Lum | CEO, CCO, MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300122/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300122/similar
- Related entities: https://search.stillhousedata.com/firm/300122/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300122

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.