Foxholm Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Foxholm Financial provides fee‑only, fiduciary investment advisory and financial planning services to individuals, families, and institutions, with a stated niche focus on Georgia‑based STEM professionals and clients holding equity compensation. The firm operates on an advice‑only model and delivers project and ongoing guidance through hourly consulting, fixed‑fee portfolio reviews, retainer‑based periodic reviews, and annuity/retirement educational consulting.
The firm's investment approach emphasizes evidence‑based, cost‑minimizing principles—favoring low‑cost index funds, broad diversification, tax‑efficient asset location, and systematic rules‑based quantitative analysis supported by proprietary tools and MaxiFi PRO. Foxholm bills on a fee‑for‑service basis (hourly and fixed bundles) rather than charging percentage‑of‑AUM fees, and it provides implementation support via screen‑sharing, view‑only access, and written deliverables while clients retain execution responsibility.
Compared with many investment‑manager peers, Foxholm is notable for publishing periodic client newsletters and dedicated educational content on quantitative investing, and for offering seminars and workshops in addition to its hourly/retainer advice model—features that are relatively uncommon in this firm category. The brochure also discloses operational particulars that affect service delivery, including the principal's outside full‑time employment in the insurance‑technology sector, a restricted‑list policy relating to that role, and a 120‑day limit on prepaid project engagements.
Client services
Financial planning
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
Retirement income strategy
Roth conversion strategy
Tax-loss harvesting
College savings (529s, UTMA, etc.)
Occupation focus
Technology Professional
Fee options
$900 for Strategic Portfolio Review (3 hours); $300 for Focused Portfolio Review (1 hour)
$300 per hour
Fee-only: $300 per hour, billed in 15-minute increments; $900 for Strategic Portfolio Review (3 hours); $300 per review for Periodic Investment Consulting; $300 for Focused Portfolio Review (1 hour)
Main office location
Foxholm Financial
Atlanta GA, United States
Number of offices
1
Most active in
Foxholm Financial has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
Forms ADV
Quick links
LinkedIn
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YouTube
Website
404-530-9093
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