Foxgrover Investment Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Foxgrover Investment Partners provides ongoing portfolio management and personalized financial planning to individuals and high‑net‑worth clients, documenting goals and risk tolerances in written investment policy statements and performing regular portfolio monitoring. The firm offers both non‑wrap and a recently added wrap fee program to cover management, trading and certain administrative services.
Investment decisions are informed by fundamental analysis, modern portfolio theory and quantitative methods, and the adviser employs long‑term and short‑term trading alongside options strategies. Portfolios may include mutual funds, ETFs, equities, fixed income, real estate funds, commodities, non‑U.S. securities and occasional private placements or venture capital investments, with discretion typically requested to implement the client’s IPS.
Distinctive operational features include approximately $7.27 million in discretionary assets under management as of June 2026 and a stated $250,000 account minimum that may be waived, with financial planning offered on a fixed‑fee, typically one‑time basis. The firm requires use of Schwab Institutional for custody and discloses receipt of custodial research and services (soft‑dollar benefits), which it notes may influence broker selection.
Client services
Expertise
Fee options
Fixed fees between $2,500 and $10,000 for financial planning
$0 - $2,000,000: 1.00% annually (charged monthly as 1%/12) $2,000,001 - $5,000,000: 0.90% annually (charged monthly as 0.9%/12) $5,000,001 - $10,000,000: 0.75% annually (charged monthly as 0.75%/12) $10,000,001+: 0.60% annually (charged monthly as 0.6%/12)
Account minimum: $250,000 (may be waived) Fee-only: Fixed fees between $2,500 and $10,000 for financial planning (not to exceed equivalent of $500/hour)
Main office
Olney MD, United States
Most active in
Maryland
Also doing business as
Foxgrover Investment Partners · Foxgrover Investment Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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