LITTLE ROCK, ARCRD 116359Latest ADV March 30, 2026
Foundation Resource Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Little Rock, AR. Its latest Form ADV filing, dated March 30, 2026, reports $1.1B in regulatory assets under management, 9 employees, and 597 accounts.
Assets Under Management
$1.1B
Employees
9
Offices
--
Total Clients
250
Primary office
LITTLE ROCK, AR
401 W. CAPITOL, SUITE 503, LITTLE ROCK, AR, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.8% of total clients.
Top client categories% of clientsClients
1
HNWI
62.8%
157
2
Individuals
21.6%
54
3
Charitable
8.4%
21
4
Pension Plans
4.0%
10
5
Corporations
2.8%
7
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 30, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts597
10Y AUM Change$-572M (-33.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee28:1
10Y Employee Change-2 (-18.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.