Unclaimed Profile

Jon Robert Foust

ROXBURY CAPITAL MANAGEMENT LLC·MINNETONKA, Minnesota

SIE, Series 6, Series 7, Series 63Clean record12 years registeredROXBURY CAPITAL MANAGEMENT LLC

6001 SHADY OAK ROAD, MINNETONKA, MN 55343CRD# 2121126Firm CRD# 108832

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jon Robert Foust · MINNETONKA, MN

Registration

CRD #2121126 · ROXBURY CAPITAL MANAGEMENT LLC · 12 years registered

Brand Profile

Not yet started

Career History

QUASAR DISTRIBUTORS, LLC

Jul 2016 – present

HOOD RIVER CAPITAL MANAGEMENT LLC

Mar 2016 – present

MAR VISTA INVESTMENT PARTNERS, LLC

Mar 2016 – Jan 2024

Minnetonka, MN

ROXBURY CAPITAL MANAGEMENT LLC

Jan 2014 – Mar 2016

MINNETONKA, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · January 9, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROXBURY CAPITAL MANAGEMENT LLC

CRD 108832 · SEC 801-55521

AUM

$594M

Regulatory assets under management

Employees

34 client accounts

Services offered by ROXBURY CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ROXBURY CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Jon Robert Foust offer?

Jon Robert Foust specializes in Investment Management, Wealth Management. Contact their office in MINNETONKA, Minnesota for a consultation.

What are Jon Robert Foust's credentials?

Jon Robert Foust is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon Robert Foust located?

Jon Robert Foust is based in MINNETONKA, Minnesota, working with ROXBURY CAPITAL MANAGEMENT LLC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.

How does Jon Robert Foust charge for services?

Jon Robert Foust's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROXBURY CAPITAL MANAGEMENT LLC?

ROXBURY CAPITAL MANAGEMENT LLC has approximately 12 employees and manages $594M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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