# Foronjy Financial

> Foronjy Financial is an SEC-registered investment advisory firm in Santa Barbara, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 6, 2026.

- CRD: 332380
- Filed as: FORONJY FINANCIAL
- Legal name: Foronjy Financial LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Santa Barbara, CA
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332380
- AdvisorCensus page: https://advisorcensus.com/firm/foronjy-financial-santa-barbara-ca-332380

## Quick answers

**How is Foronjy Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Foronjy Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Foronjy Financial located?**
Foronjy Financial's principal office is in Santa Barbara, CA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Foronjy Financial registered with the SEC or a state?**
Foronjy Financial is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332380.

**How much does Foronjy Financial manage?**
Foronjy Financial reports $278,028,743 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary).

**How have Foronjy Financial's assets and staff changed since 2024?**
In the Form ADV data for Foronjy Financial: Regulatory assets under management: $0 in the October 2024 data and $278,028,743 in the October 2026 data. Total employees: 3 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Foronjy Financial serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (93); individuals (other than high net worth individuals) (90); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does Foronjy Financial use?**
Foronjy Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Foronjy Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332380

**Does Foronjy Financial state an account minimum?**
Its Form ADV Part 2A brochure dated August 6, 2026 says: "There is no account minimum."

**What changed in Foronjy Financial's recent Form ADV filings?**
In the December 2025 filing data: Regulatory assets under management went from $234,889,919 to $265,274,084 (+13%). Employees performing advisory functions went from 5 to 4.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 6, 2026)

- Account minimum: None

> There is no account minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $278,028,743
- Discretionary: $278,028,743
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $54,271,486 |
| High net worth individuals | 93 | $221,864,334 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $1,293,935 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $598,988 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- San Luis Obispo, CA

### Websites listed on Form ADV (Item 1.I)
- foronjyfinancial.com
- Facebook @personalizedwealthmanagement
- LinkedIn @foronjy-financial
- X @centralcoastcfp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 3 | July 17, 2024 |
| October 2025 | $234,889,919 | 6 | April 2, 2025 |
| October 2026 | $278,028,743 | 7 | August 6, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $278,028,743 in the October 2026 data.
Total employees: 3 in October 2024 and 7 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Regulatory assets under management went from $234,889,919 to $265,274,084 (+13%).
- Employees performing advisory functions went from 5 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Foronjy Financial (CRD 332380): Form ADV filing data as of October 2026.