Matthew R. Foxhall
49 FINANCIAL
Jacksonville, FL 32256
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CRD#: 4726546
Professional summary
Matthew Ryan Foxhall, CFP®, who also goes by Matt Foxhall, is a registered financial advisor currently at 49 FINANCIAL located in Jacksonville, Florida and OAKWOOD CAPITAL SECURITIES, INC. located in Jacksonville, Florida.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Matthew has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Foxhall
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 49 Wealth Management. Investment related. Located at - 3010 S. 3rd Street, Suite D, Jacksonville Beach, FL 32250. Nature - RIA. Position - Advisor. Start - 03/2022. 160 hours per month, all during trading hours. Duties - providing advice to clients. 2) Fixed Insurance. Investment Related. Located at - 3010 S. 3rd Street, Suite D, Jacksonville Beach, FL 32250. Nature - Fixed/ Traditional Insurance. Position - Agent. Start - 12/2021. 4 hours per month, all during trading hours. Duties - Sales of Fixed/ Traditional insurance products. 3) Oakwood Capital Securities; Investment related. Location at - 600 Highway 169 South Suite 1410 St Louis Park MN 55426. Nature: Registered Representative. Advising, including variable product sales when needed. Start: 2024-08-09. 20 Hours per month all during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Ryan Foxhall's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
February 24, 2023 - Present
49 FINANCIAL
Office #1: 5011 Gate Parkway Suite 200 Building 100, Jacksonville, FL 32256RIA
CRD#: 319484
Jacksonville, FL
Current
January 11, 2024 - Present
OAKWOOD CAPITAL SECURITIES, INC.
Office #1: 5011 Gate Parkway Building 100 Suite 100, Jacksonville, FL 32256BD
CRD#: 21000
Jacksonville, FL
Past
April 8, 2022 - January 10, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Jacksonville, FL
Past
March 24, 2022 - December 31, 2022
THRIVENT ADVISOR NETWORK, LLC
RIA
CRD#: 304569
Charlotte, NC
Past
July 2, 2004 - March 17, 2022
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
CHARLOTTE, NC
Past
March 23, 2004 - March 17, 2022
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
CHARLOTTE, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
49 FINANCIAL
49 FINANCIAL | GLADIATOR ADVISORS, LLC | 49 WEALTH MANAGEMENT, LLC
CRD#: 319484 / SEC#: 801-123687
RIA
Registered Investment Advisory firm - (9/8/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/11/2024)
RR
Arizona(1/11/2024)
IAR
Florida(2/24/2023)
RR
Florida(1/11/2024)
RR
Georgia(1/11/2024)
RR
Massachusetts(4/2/2025)
RR
Minnesota(1/11/2024)
RR
New Jersey(1/11/2024)
RR
New York(1/11/2024)
RR
North Carolina(1/11/2024)
RR
Pennsylvania(2/29/2024)
RR
South Carolina(1/11/2024)
RR
Tennessee(1/26/2024)
RR
Texas(1/11/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
49 FINANCIAL
49 FINANCIAL | GLADIATOR ADVISORS, LLC | 49 WEALTH MANAGEMENT, LLC
CRD#: 319484 / SEC#: 801-123687
RIA
Registered Investment Advisory firm - (9/8/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3711 S Mopac Expy Suite 150, Austin, TX 78746
Mailing Address
Phone number
(214) 563-1190
Established
Firm type
Fiscal year end
# of Employees
167
SEC notice filing (35 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,989 |
| AUM (Assets Under Management) | $ 871,379,407 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/25/2025 |
Red Flags
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Company Information
49 FINANCIAL
CRD#: 319484Jacksonville, FL 32256TRUST BUT VERIFY
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