# FOY Financial Services, Inc.

> FOY Financial Services, Inc. is a state-registered investment advisory firm, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 12, 2026.

- CRD: 118828
- Filed as: FOY FINANCIAL SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: June 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/118828
- AdvisorCensus page: https://advisorcensus.com/firm/foy-financial-services-inc-118828

## Quick answers

**How is FOY Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), FOY Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is FOY Financial Services, Inc. registered with the SEC or a state?**
FOY Financial Services, Inc. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 118828.

**How much does FOY Financial Services, Inc. manage?**
FOY Financial Services, Inc. reports $57,910,129 in regulatory assets under management in its Form ADV filing dated June 12, 2026 (100% discretionary).

**What types of clients does FOY Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (87); high net worth individuals (17).

**Does FOY Financial Services, Inc. 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/118828

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $57,910,129
- Discretionary: $57,910,129
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 87 | $19,950,342 |
| High net worth individuals | 17 | $37,959,787 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NE, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- foyfinancial.com
- Facebook @FOYFINANCIAL
- LinkedIn @foy-financial-services-inc.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FOY Financial Services, Inc. (CRD 118828): Form ADV filing data as of October 2026.