# Foxstone Financial

> Foxstone Financial is a state-registered investment advisory firm in Lone Tree, CO, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 284268
- Filed as: FOXSTONE FINANCIAL
- Legal name: Ravsten Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lone Tree, CO
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284268
- AdvisorCensus page: https://advisorcensus.com/firm/foxstone-financial-lone-tree-co-284268

## Quick answers

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

**Where is Foxstone Financial located?**
Foxstone Financial's principal office is in Lone Tree, CO, according to its Form ADV.

**Is Foxstone Financial registered with the SEC or a state?**
Foxstone Financial is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 284268.

**How much does Foxstone Financial manage?**
Foxstone Financial reports $79,816,024 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**What types of clients does Foxstone Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (205); high net worth individuals (25); pension and profit sharing plans (but not the plan participants or government pension plans) (15).

**Does Foxstone Financial report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284268

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $79,816,024
- Discretionary: $79,816,024
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 205 | $40,240,069 |
| High net worth individuals | 25 | $27,656,042 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $6,106,055 |
| Corporations or other businesses not listed above | 3 | $5,813,858 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, ID, TX, UT
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284268

### Websites listed on Form ADV (Item 1.I)
- foxstonefinancial.com
- Facebook facebook.com
- Instagram @foxstonefinancial
- LinkedIn @FOXSTONE-FINANCIAL
- YouTube @UCjlSdcnrpL4P1fcWSHXVOjQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Foxstone Financial (CRD 284268): Form ADV filing data as of October 2026.