A complete list of active advisors currently associated with Foxgrover Investment Partners
Warmer can help you find a great advisor at Foxgrover Investment Partners or one who fits your needs even better.
Foxgrover Investment Partners is a newly formed investment advisory firm that, per its brochure, offers discretionary portfolio management and personalized financial planning services aimed at individuals and high-net-worth clients. As of the brochure date the firm reported no assets under management and no client accounts. The firm develops an investment policy statement for each client and applies a mix of fundamental analysis, modern portfolio theory and quantitative methods to construct and monitor portfolios, typically with discretionary trading authority. Its stated investment universe is broad and includes mutual funds, ETFs (including precious metal ETFs), fixed income, REITs, commodities, non-U.S. securities, options strategies and private placements/venture capital, with accompanying disclosures about the heightened risks of leveraged and illiquid instruments. Distinctive features for a firm of this size include explicit use of higher-risk instruments (such as uncovered options and venture capital/private placements) and a requirement that client accounts be custodied at a single institutional provider through which the firm may receive research and other soft-dollar benefits. The brochure also highlights governance items that differ from many peers: the firm currently operates with a single management person, disclosed an affiliated employment that is to be terminated prior to firm approval, and will rely on SEC safeguards for standing letters of authorization rather than an annual audit.
To learn more about the advisors currently working at Foxgrover Investment Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Gaithersburg, MD
| —
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")