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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- TimberLegacy pathway +more
- Established Date
- 05-08-1992
- Office Locations
- 1
Office Locations
About Foundation Resource Management, Inc.
Foundation Resource Management (founded 1992) is an employee-owned, independent Little Rock, AR portfolio manager serving institutions (insurance companies, foundations, hospitals, retirement plans) and families. The firm runs separately managed portfolios of individual stocks and bonds using a fundamentals-based value discipline and proprietary bottom-up research; team includes 6 CFAs and 4 CPAs and serves as a fiduciary steward. Custody relationships include Schwab and Fidelity.
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Owner & Executives
MEREDITH HUMPHREY MOLL
Partner, President
- CRD
- #4668803
- Ownership
- 50% but less than 75%
Zachary Davis Riley
Partner, Secretary
- CRD
- #6649749
- Ownership
- 25% but less than 50%
Crest atlas
Crest insight vertex
- CRD
- #90956
- Ownership
- 35.6%
Showing 2 of 3 owners & executives
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CHRISTOPHER PATRICK FLEISCHMANN
Portfolio Manager
- CRD
- #2156813
GREGORY PHILIP HARTZ
Principal
- CRD
- #1560014
Insight vector
Vector zenith
- CRD
- #37231
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,137,777,991 | $1,905,826 |
| Non-Discretionary | $0 | -- |
| Total | $1,137,777,991 | $1,905,826 |
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Separately Managed Accounts
Total SMA Asset: $1,137,777,991
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $935,329,450 | 19.1% |
| Cash | $1,131,209,963 | 23.1% |
| Corporate - Investment Grade | $1,062,651,784 | 21.7% |
| Municipal Bonds | $1,145,901,002 | 23.4% |
| U.S. Government/Agency | $621,920,629 | 12.7% |
| Total | $4,897,012,828 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR MOMENTUM CAPITAL | HARBOR ZENITH | YUGN5BNER | DEULW | 1.24% | $111,336,760 |
| EMBER VECTOR | PATHWAY OPTIMA | EIAFD4P20 | TTLA | 11.03% | $48,897,209 |
| RADIAL VECTOR | CAPITAL MERIDIAN | PN3HS210H | ZHRKU | 8.73% | $52,459,922 |
| HARBOR PRIME | ZENITH VALUE | D3QV5X8TF | GWL | 8.67% | $61,456,465 |
| ELEMENT ATLAS | GLACIER PATHWAY | RWT359YZI | FDWT | 5.45% | $100,164,466 |
| PEAK PRIME | HORIZON MATRIX | S18XDKG1F | XZI | 9.56% | $29,116,087 |
| PIONEER PEAK | GLACIER HARBOR | 51PEM8U20 | XIC | 6.74% | $11,817,878 |
| PATHWAY QUANTUM | PATHWAY FOCUS | QYRQ2D29X | JDGD | 10.51% | $3,053,902 |