Overview
Assets Under Management: $129 million
Headquarters: CAVE CREEK, AZ
High-Net-Worth Clients: 48
Average Client Assets: $1.8 million
Frequently Asked Questions
FOOTHILLS ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298408), FOOTHILLS ADVISORS, LLC is subject to fiduciary duty under federal law.
FOOTHILLS ADVISORS, LLC is headquartered in CAVE CREEK, AZ.
FOOTHILLS ADVISORS, LLC serves 48 high-net-worth clients according to their SEC filing dated February 16, 2026. View client details ↓
According to their SEC Form ADV, FOOTHILLS ADVISORS, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
FOOTHILLS ADVISORS, LLC manages $129 million in client assets according to their SEC filing dated February 16, 2026.
According to their SEC Form ADV, FOOTHILLS ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.29%
Average Client Assets: $1.8 million
Total Client Accounts: 440
Discretionary Accounts: 440
Regulatory Filings
CRD Number: 298408
Filing ID: 2052254
Last Filing Date: 2026-02-16 11:30:55