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Footprints Asset Management & Research, Inc.

Footprints Asset Management & Research, Inc.. CRD 128040

Footprints Asset Management & Research, Inc. logo

CRD: 128040

Footprints Asset Management & Research, Inc.

Omaha, NE
4024459333
www.famr.com
$41.9M Total AUM
$36.6M Disc. AUM
11.9% 3Y CAGR
3 Employees
100 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Hilltop Securities
Clients
Retail and Institutional
Platforms
Meridian atlas
Established Date
01-28-2004
Office Locations
2

Office Locations

11422 Miracle Hills Drive, Ste. 208 Omaha NE
-- Omaha NE

About Footprints Asset Management & Research, Inc.

Founded in 2003, Footprints Asset Management & Research is an Omaha-based, founder-led boutique serving retail and institutional clients. The firm runs a value-oriented process that searches for stocks priced near book value and invests only when a clear margin of safety exists, supported by deep, data-driven research and centralized portfolio manager buy/hold/sell decisions. Services include portfolio construction, financial planning, insurance, and succession planning; custodied with Schwab.

Team overview

66 AVG AGE
$20.9M AVG AUM / ADVISOR
$418.8K AVG AUM / CLIENT
15.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age

Insights

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Asset Classes

Quantum eagle

Client Personas

Beacon momentum

Investment Themes

Unison glacier

Investment Vehicles

Eagle pathway Pioneer vector

Platform

Vital

Services

Vector crest Vital Radial alpha Prime Horizon pioneer

Technology

Peak pioneer

Owner & Executives

S

STEPHEN JOSEPH LOCOCO

Chief Compliance Officer, Founder, PORTFOLIO MANAGER, President

CRD
#707656
Ownership
75% or more
(896) 592-7965
value.alpha@foundationcapital.com
in linkedin.com/in/signal-element

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Contacts

R

REBECCA LYNN HENDRICKSON

President

CRD
#4572882
(988) 900-2519
vector.peak@unisoncapital.com
in linkedin.com/in/timber-north
Z

ZACHARY RYAN HOUSTON

Associate

CRD
#6696186
(475) 832-6773
catalyst.momentum@embercapital.com
in linkedin.com/in/pathway-matrix

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-28-2022
03-14-2023
02-06-2024
12-01-2025
02-27-2026
Category Assets AVG. Account size
Discretionary $36,628,339 $231,825
Non-Discretionary $5,251,019 $1,312,755
Total $41,879,358 $258,515

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Separately Managed Accounts

Total SMA Asset: $41,879,358

$41.9M Total SMA
Equity - Exchange:
16.5%
U.S. Government/Agency:
27.8%
Cash:
27.7%
Corporate - Non-Investment Grade:
14.3%
Public Funds:
13.7%
Asset class Assets Assets %
Equity - Exchange $245,272,747 16.5%
U.S. Government/Agency $413,247,417 27.8%
Cash $411,760,915 27.7%
Corporate - Non-Investment Grade $212,569,714 14.3%
Public Funds $203,650,706 13.7%
Total $1,486,501,499 100.0%

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