firm profile
Foundation Resource Management, Inc.
Overview
Foundation Resource Management, Inc. is an SEC registered investment adviser based in Little Rock, AR, registered since 2001. It reports $1.1B in assets under management across 597 accounts, with 9 employees. It has 5 investment adviser representatives.
- Reported AUM
- $1.1B
- Discretionary
- 100%
- Accounts
- 597
- Average account
- $1.9M
- Employees
- 9
- Advisory reps
- 5
- Registered since
- 2001
- Jurisdictions
- 5
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 3 of 3
- Meredith Humphrey Moll President CRD 4668803
- Abby Young McKelvy Chief Compliance Officer CRD 5034895
- Zachary Davis Riley Secretary CRD 6649749
Advisory reps 3 of 5
- Christopher Patrick Fleischmann Investment Adviser Rep CRD 2156813
- Gregory Philip Hartz Investment Adviser Rep CRD 1560014
- Mark Wood Millsap Investment Adviser Rep CRD 1972435
2 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 401 W Capitol Ave Ste 503
Little Rock, AR 72201 - County
- Pulaski
- Metro area
- Little Rock-North Little Rock-Conway, AR
- Region
- South
Registrations
- SEC registered
- Registered in 5 jurisdictions
- Website: frmlr.com
Every state, with registration dates
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- Naviter Wealth, LLCLittle Rock, AR$1.9B AUM
- Stephens Group Asset Management, LLCLittle Rock, AR$1.7B AUM
- Legacy Capital Wealth Partners, LLCLittle Rock, AR$1.5B AUM
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