Kenneth Eugene Foley
Investment adviser representative at Spearhead Administrative Services, LLC
25 yearsExperience
2 statesRegistered in
$3.8BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- The Leaders Group, Inc.Jul 2022 to now
- Spearhead Administrative Services, LLCFeb 2022 to now
- Spearhead Capital AdvisorsJan 2019 to Dec 2022
- Spearhead Capital, LLCJan 2019 to Jul 2022
- Lombard International Distribution CompanyDec 2010 to Dec 2018
- Lombard InternationalOct 2001 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (DE, PA).
Spearhead Administrative Services, LLC
$3.8BAssets managed
28Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2840109
- Firm CRD
- 319289