RIA Intel›Advisers›Maryland›FORESIGHT FINANCIAL SERVICES, LLC

FORESIGHT FINANCIAL SERVICES, LLC

Advisory

LAUREL, MD

Data as of Feb 26, 2026 · Source: SEC Form ADV

Average account

$786K

across 14 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

14 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

ELBRUS PARTNERS, LLC

$11M

POTOMAC INVESTMENT MANAGEMENT, INC.

$11M

GOLDSBOROUGH CAPITAL MANAGEMENT, LLC

GAITHERSBURG, MD

$11M

EQUATORIAL ADVISORS, LLC

$12M

JWC CAPITAL MANAGEMENT, LLC

ANNAPOLIS, MD

$12M

HAYS, STEVEN, K

ANNAPOLIS, MD

$10M

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