RIA Intel›Advisers›Colorado›FORESIGHT MANAGEMENT CO., INC.

FORESIGHT MANAGEMENT CO., INC.

Advisory

CO

Data as of Aug 22, 2026 · Source: SEC Form ADV

Average account

$162K

across 54 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 22, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$6M

Non-Discretionary AUM$3M

Discretionary %69.7%

Total Clients24

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO

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

24 clients

2 high-net-worth

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

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Advisers of similar size in CO

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

RELIANT CAPITAL MANAGEMENT, LLC

$9M

AMERICAN ADVISORS CORP

$9M

BOOTH CREEK CAPITAL MANAGEMENT LP

$9M

PHOENIX FISCAL INC

COLORADO SPRINGS, CO

$8M

MARK P. SHIVELY

$9M

ROADS CAPITAL LLC

$8M

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