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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FOOTHILLS ADVISORS, LLC

CRD 298408

CAVE CREEK, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:30c980f1-11b1-d047-18ef-c408d39d4c8c

Data as of Aug 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 8, 2024 to Aug 24, 2026
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $142MItem 5.F on the latest filing (2026-08-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $142M
Private client RAUM: $140MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $47.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 465
Individual clients: 136
High net worth clients: 48
SEC number: 801-129654
CRD: 298408
Filings on the tape: 7
First filed: Feb 8, 2024
Latest filed: Aug 24, 2026
Organised: Limited Liability Company, AZ
Website: foothillsadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY MICHAEL JONES	n/a	CAVE CREEK, AZ	7	18	5	no
TIMOTHY ANDREW MAIEFSKI	n/a	CAVE CREEK, AZ	7	29	1	no
AARON Michael COATES	Certified Financial Planner	Cave Creek, AZ \| CAVE CREEK, AZ	3	12	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JONES, JEFFREY, MICHAEL	MANAGING MEMBER/CCO	E	yes	08/2018	Feb 8, 2024	Apr 3, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 16, 2026	$129M	$129M	3	3	0	n/a	n/a
2024	Jan 28, 2025	$104M	$104M	3	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$142M	$104M	36.3%	n/a	n/a	3	3	0	0

Relationships

Registered with (3)

← AARON Michael COATESAdvisorregistration: current employment
Oct 21, 2022 to presentfactForm ADV
← TIMOTHY ANDREW MAIEFSKIAdvisorregistration: current employment
Aug 7, 2019 to presentfactForm ADV
← JEFFREY MICHAEL JONESAdvisorregistration: current employment
Oct 19, 2018 to presentfactForm ADV

Controls (1)

← JONES, JEFFREY, MICHAELOwnerMANAGING MEMBER/CCO, ownership code E, individual
Feb 8, 2024 to Apr 3, 2024factForm ADV

Dated events

Occurred
Feb 8, 2024
First Form ADV filing
Foothills Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:30c980f1-11b1-d047-18ef-c408d39d4c8c
First observed: Feb 8, 2024
Last observed: Aug 24, 2026 28 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FOOTHILLS ADVISORS, LLC

CRD 298408

CAVE CREEK, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:30c980f1-11b1-d047-18ef-c408d39d4c8c

Data as of Aug 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:03 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY MICHAEL JONES

n/a

CAVE CREEK, AZ

TIMOTHY ANDREW MAIEFSKI

n/a

CAVE CREEK, AZ

AARON Michael COATES

Certified Financial Planner

Cave Creek, AZ | CAVE CREEK, AZ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JONES, JEFFREY, MICHAEL

MANAGING MEMBER/CCO

yes

08/2018

Feb 8, 2024

Apr 3, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 16, 2026

$129M

n/a

2024

Jan 28, 2025

$104M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$142M

$104M

36.3%

n/a