← Back to searchVisit website
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
CRD 147014 · SEC 801-81193
1205 INDUSTRIAL DRIVE, SALINE, MI, 48176, United States
Phone
877-429-4690
Fax
877-429-4686
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$351.1M
Discretionary AUM
$349.5M
Team
10 total employees; 9 advisory reps; 10 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsFIDUCIARY INVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 288 | $38.5M |
| High net worth individuals | 249 | $253.8M |
| Pension/profit sharing plans | 31 | $51.0M |
| State/municipal entities | 9 | $2.7M |
States served
IN, MI, NC, OH, PA
All web addresses on file
Official SEC filing: View on IAPD