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Bank / Wealth / TrustRIA · CRD 327434SEC-Registered

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Foguth Financial Group

Founded in 2023 and headquartered in Brighton, Michigan, Foguth Wealth Management operates as a registered investment advisor serving a mix of individual and...

Overview

Founded in 2023 and headquartered in Brighton, Michigan, Foguth Wealth Management operates as a registered investment advisor serving a mix of individual and institutional clients. The firm structures its advice around integrated financial planning, retirement readiness, and discretionary portfolio management. Foguth's investment approach centers on constructing tailored portfolios for high-net-worth individuals and corporate accounts. The firm's footprint remains concentrated in southeastern Michigan, with Brighton serving as its sole office location. Team size, total assets under advisement, and named investment personnel are not publicly disclosed. As a 2023 launch, the firm's operational history lacks the multi-cycle track record that institutional allocators typically require, though the RIA structure provides regulatory transparency via Form ADV filings. This integrated model — where wealth management sits alongside insurance and tax preparation — offers client convenience but raises questions for allocators about the depth of dedicated investment resources, manager selection process, and whether portfolio management benefits from institutional-grade research infrastructure.

General information

Firm type

Bank / Wealth / Trust

Year founded

2009

Location

Region

North America

Country

United States

City

Brighton

Corporate office

Brighton, MI, United States

Sector focus

Wealth Management

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