Julia Foran
Stenger Family Office · Naperville, Illinois
Julia Foran is a fee-only financial advisor at Stenger Family Office in Naperville, Illinois. Stenger Family Office reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Stenger Family Office |
|---|---|
| Based in | Naperville, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $734.9M across 2,287 accounts |
| SEC registration | Investment adviser representative in IL · CRD 6961314 |
| Exams passed | Series 66 (2020) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | podcasts.apple.com/us/podcast/the-nick-stenger-show/id1678810370 |
| Profile |
How Julia's firm compares
- Stenger Family Office's average account is about $321,000, from its Form ADV (assets managed divided by 2,287 accounts).
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Questions about Julia
Is Julia Foran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julia holds no broker registration, and Stenger Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julia charge for financial advice?
Julia's firm, Stenger Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Julia Foran based?
Julia Foran is based in Naperville, Illinois.
Is Julia Foran registered with the SEC?
Yes. Julia Foran is registered as an investment adviser representative in IL (CRD 6961314), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stenger Family Office manage?
Stenger Family Office reports $734.9M across 2,287 accounts in assets under management.
How do I contact Julia Foran?
Through Julia's website, podcasts.apple.com/us/podcast/the-nick-stenger-show/id1678810370.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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