| As of Date | 01/23/2026 |
| Registration | SEC, Approved, 06/03/2019 |
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| ADV Location | ASHEVILLE, NC, United States |
| Contact Info | 828 xxxxxxx |
| Websites |
| AUM* | 258,228,931 37% |
| of that, discretionary | 258,228,931 37% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 395,450 22% |
| % High Net Worth | 24.13% -2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name FOARD AND COMPANY, PA | Filing Date02/05/2025 | Form ADV-E View Report |
| Accounting Firm Name FOARD AND COMPANY, PA, CPAS | Filing Date02/06/2024 | Form ADV-E View Report |