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Kenneth Eugene Foley

Spearhead Administrative Services, LLC

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About Kenneth Eugene Foley

Kenneth Foley is a financial advisor with Spearhead Administrative Services, LLC. Kenneth has been in the industry since 2011 and has a broad range of experience. Kenneth is registered with FINRA and is licensed to provide advisory services in multiple states. Kenneth's previous experience includes time with Lombard International Distribution Company and Spearhead Capital, LLC. Kenneth is dedicated to providing high-quality financial advice and guidance to clients.

Firm Information

Kenneth Foley is currently registered with Spearhead Administrative Services, LLC. Spearhead Administrative Services, LLC is a registered investment adviser based in Greenville, DE. The firm provides portfolio management services for businesses, pooled investment vehicles, and selects other advisers for its clients. Spearhead manages over $1.2 billion in assets for 293 clients, primarily insurance companies and pooled investment vehicles.
Spearhead Administrative Services, LLC

3828 KENNETT PIKE

GREENVILLE, DE 19807

$1.22B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kenneth Foley’s Registration & Firm History

PA

04/25/2022 - Present

Spearhead Administrative Services, LLC (Kennett Square PA)

FL

01/03/2019 - 08/17/2022

SPEARHEAD CAPITAL, LLC (WELLINGTON FL)

PA

03/11/2011 - 01/02/2019

LOMBARD INTERNATIONAL DISTRIBUTION COMPANY (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 03/11/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/23/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Eugene Foley.
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