# Foxtrot Investments Group LLC

> Foxtrot Investments Group LLC is a state-registered investment advisory firm in Greenwood Village, CO, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 336720
- Filed as: FOXTROT INVESTMENTS GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greenwood Village, CO
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336720
- AdvisorCensus page: https://advisorcensus.com/firm/foxtrot-investments-group-llc-greenwood-village-co-336720

## Quick answers

**How is Foxtrot Investments Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Foxtrot Investments Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Foxtrot Investments Group LLC located?**
Foxtrot Investments Group LLC's principal office is in Greenwood Village, CO, according to its Form ADV.

**Is Foxtrot Investments Group LLC registered with the SEC or a state?**
Foxtrot Investments Group LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336720.

**How much does Foxtrot Investments Group LLC manage?**
Foxtrot Investments Group LLC reports $0 in regulatory assets under management in its Form ADV filing dated September 4, 2026.

**Does Foxtrot Investments Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336720

## From the Form ADV filing

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

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

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [foxtrotinvestments.com](https://foxtrotinvestments.com)
- LinkedIn @alexhayes17
- LinkedIn @foxtrot-investments-group

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Foxtrot Investments Group LLC (CRD 336720): Form ADV filing data as of October 2026.