Pasadena, CA Office
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Foundry Financial LLC
Team
Firm-wide stats for Foundry Financial LLC
About
Foundry Financial provides discretionary investment management, one‑time and referral-based financial planning, and pension consulting to individuals, high‑net‑worth clients, and charitable organizations. The firm offers ongoing portfolio management alongside financial planning recommendations and may refer prospective planning clients to a third‑party planner when appropriate.
The firm implements risk‑based, diversified portfolios using a mix of no‑load mutual funds, ETFs, individual stocks and bonds, municipal securities, certificates of deposit, money market funds, and options when appropriate, employing fundamental, technical, cyclical, charting, and passive analysis. Adviser-held discretion allows it to trade on behalf of clients while emphasizing long‑term allocation and coaching clients against short‑term market timing.
Foundry discloses several arrangements that affect how clients receive services: it has a referral agreement with a third‑party planner and discloses that a firm principal holds unexercised shares in that planner’s parent company and that the firm may receive a percentage of planning fees for referrals. The firm also engages a third‑party adviser to execute or manage trades (Sage Trading Collective), pays that adviser directly rather than charging clients an extra subadvisory fee, and provides pension consulting as an ERISA fiduciary.
Based on Foundry Financial LLC
Expertise
Based on Foundry Financial LLC
Location
479 S Marengo Ave
Pasadena CA 91101
Advisors at this office
3
Advisors at this office
Kevin L
CFP®, Series 65
Pasadena, CA
Foundry Financial LLC
Kevin Lum is a CFP®-credentialed financial advisor with seven years of industry experience. He has worked at Foundry Financial LLC since 2019 and previously spent six years at The Table. Outside of his advisory role, he dedicates time weekly to managing insurance sales. Foundry Financial LLC offers discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm uses a risk-based, diversified investment approach with adviser-held discretion to manage long-term client portfolios.
Kyle H
CFP®, Series 65
Pasadena, CA
Foundry Financial LLC
Kyle Hurt is a CFP® with seven years of industry experience, currently serving as an advisor at Foundry Financial LLC. His prior experience includes roles at EP Wealth Advisors, LLC and LPL Financial LLC. Foundry Financial LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs diversified, risk-based portfolios and advisory discretion focused on long-term allocation and client coaching against short-term market timing.
Jackson S
Series 65
Pasadena, CA
Foundry Financial LLC
Jackson Steuber is a financial advisor at Foundry Financial LLC in Pasadena, CA, holding a Series 65 designation. He has one year of industry experience and was previously employed in education and the restaurant sector. Foundry Financial provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a risk-based, diversified investment approach using various securities and maintains adviser discretion for client portfolios.
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