Allen Kellam Ayers

Employer firm

Foundation Wealth & Tax Advisors, LLC CRD 317596

$85.0M regulatory AUM 36 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → Present
  Lombardo Ayers & Company, Llc
  Annapolis, MD
• 07/2017 → 02/2019
  Integrated Wealth Concepts, Llc
  Easton, MD
• 03/2019 → 10/2022
  Bestgate Wealth Advisors, Llc
  Edgewater, MD
• 11/2021 → Present
  Foundation Wealth & Tax Advisors, Llc
  Annapolis, MD
• 10/2024 → Present
  Choreo Partner Alliance, Llc
  Rockford, IL

Previous Registrations

• 2024-10-24 → 2026-03-25
  Choreo Partner Alliance, Llc
  Rockford, IL
  Annapolis, MD
• 2019-06-17 → 2022-11-03
  Bestgate Wealth Advisors, Llc
  Edgewater, MD
• 2017-07-26 → 2019-02-19
  Integrated Wealth Concepts Llc
  Easton, MD
• 2012-04-25 → 2013-02-05
  Ariston Wealth Management, L.P.
  New York, NY
• 2012-01-03 → 2012-04-24
  Ariston Wealth Management, L.P.
  Annapolis, MD
• 2009-08-12 → 2010-07-15
  Jesup & Lamont Securities Corp
  Leesburg, VA
• 2004-08-10 → 2009-07-07
  Medallion Advisory Services, Llc
  Easton, MD
  Annapolis, MD
  Severna Park, MD
  Easton, MD
• 2003-08-27 → 2004-08-24
  Money Concepts Capital Corp
  Easton, MD

Other Businesses

1. LOMBARDO, WAGNER, AYERS & COMPANY, LLC; INV. RELATED; EASTON, MD; CPA AFFILIATE PROGRAM; PARTNER; START DATE: 01/2014; ACCOUNTING AND TAX SERVICES Owner, Managing Partner of accounting firm Lombardo Ayers & Company, LLC 42.8571429% ownership Partner in accounting firm Kram McCarthy Ayers & Frost, LLC 45% ownership. No commissions. just salary and business profits distributions.

Designations

• Certified Financial Planner