Foxman Asset Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$32,447,373
Clients
133
Advisors
3
of 3 employees
About
Foxman Asset Advisors provides advisory services to individual investors as well as corporations, trusts, and foundations, delivering ongoing discretionary portfolio management, financial planning, and consulting. The brochure notes there is no account minimum and that the firm uses a third‑party platform, Pontera, to facilitate management of held‑away retirement plan participant accounts.
The firm documents client objectives in written Investment Policy Statements and generally pursues long‑term trading informed by fundamental analysis, modern portfolio theory, and quantitative techniques; it primarily recommends mutual funds but also uses ETFs, fixed income, real‑estate funds, municipal securities, and annuities. Accounts are typically managed on a discretionary basis, custodied at Charles Schwab or Interactive Brokers, and the firm states it seeks best execution while also receiving custodial research and technology services.
Noteworthy distinctions include affiliations with an accounting business and insurance activities: the firm is affiliated with an accounting group and several supervised persons are licensed insurance agents and registered representatives with PKS, with the brochure disclosing that these outside activities can result in commissionable sales and related conflicts that are documented for clients. The firm also highlights use of the Pontera held‑away platform to avoid custody and discloses the uncommon practice of permitting borrowing in separately managed accounts, both of which can affect risk, custody considerations, and how accounts are administered.
Client services
Expertise
Fee options
Financial planning fixed fees between $1,500 and $10,000; consulting fixed fee $55 per 15-minute consultation.
$0 - $50,000: 1.85% $50,001 - $100,000: 1.80% $100,001 - $500,000: 1.70% $500,001 - $1,000,000: 1.30% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.70%
Commission fees received by related persons from sale of securities and insurance products; conflicts disclosed.
Financial planning hourly fee: $220 per hour.
Main office
1700 Rockville Pike, Ste 110
Rockville MD 20852
Advisors at this office
3
Most active in
Maryland · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Dzhemma M
Series 65
Rockville, MD
Foxman Asset Advisors Inc.
Dzhemma Menkeeva is a financial advisor at Foxman Asset Advisors Inc. with one year of industry experience. Prior to joining Foxman Asset Advisors in 2025, she worked at PJSC Rosbank for 11 years and at Suffolk University for one year. She is also an insurance agent involved in client solicitation for insurance products. Foxman Asset Advisors provides advisory services to individual investors, corporations, trusts, and foundations, offering discretionary portfolio management, financial planning, and consulting. The firm generally pursues long-term trading strategies based on fundamental analysis, modern portfolio theory, and quantitative techniques.
Kira R
Series 63, Series 65
Rockville, MD
Foxman Asset Advisors Inc.
Kira Rogozhina is a financial advisor at Foxman Asset Advisors Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Avantax Investment Services, and NBAC Corporation. Outside of her advisory role, she is a commissioned notary in Virginia. Foxman Asset Advisors provides advisory services to individuals, corporations, trusts, and foundations, offering discretionary portfolio management, financial planning, and consulting. The firm employs long-term trading strategies based on fundamental analysis, modern portfolio theory, and quantitative techniques, primarily recommending mutual funds alongside ETFs, fixed income, and other securities.
Boris F
Series 63, Series 65
Rockville, MD
Foxman Asset Advisors Inc.
Boris Foxman is the CEO of Foxman Asset Advisors Inc. in Rockville, MD, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Avantax Investment Services, NBAC Corp, and Crump Insurance Agency. Outside of financial advising, he serves as president of iVenture Accounting Group, an accounting firm. Foxman Asset Advisors provides advisory services to individual investors, corporations, trusts, and foundations, offering discretionary portfolio management, financial planning, and consulting. The firm implements long-term investment strategies based on fundamental analysis, modern portfolio theory, and quantitative techniques, primarily recommending mutual funds alongside ETFs, fixed income, and other instruments.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)