RIA Intel›Advisers›Maryland›FOXMAN ASSET ADVISORS INC.

FOXMAN ASSET ADVISORS INC.

Advisory

ROCKVILLE, MD

Data as of Apr 10, 2026 · Source: SEC Form ADV

Average account

$115K

across 282 accounts

AUM per adviser

$11M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 10, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients134

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMD, VA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

134 clients

9 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MD

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

CHESAPEAKE CAPITAL MANAGEMENT, LLC

$33M

CHESAPEAKE FINANCIAL PLANNING & TAX SERVICES, INC.

$33M

FORTY4 FINANCIAL, BENEFIT LLC

$33M

AMERICAN FINANCIAL MANAGEMENT, LTD.

OWINGS MILLS, MD

$32M

WEALTH MANAGEMENT INSTITUTE LTD.

$33M

AFC ASSET MANAGEMENT SERVICES, INC.

GAITHERSBURG, MD

$31M

Get the full picture on FOXMAN ASSET ADVISORS INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FOXMAN ASSET ADVISORS INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans