CRD: 116359
Foundation Resource Management, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 3, 2025 and March 30, 2026, reported AUM increased 23.9%, from $918.4M to $1.1B.
Across 5 reported observations, AUM increased 43.7% between March 9, 2022 and March 30, 2026, from $791.6M to $1.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 250 clients, or 41.7 clients per representative. That equates to $4.6M in reported AUM per client.
The profile lists 1 reported office location and 34 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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%
Showing 2 of 3 owners & executives
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CHRISTOPHER PATRICK FLEISCHMANN
Portfolio Manager
- CRD
- #2156813
GREGORY PHILIP HARTZ
Principal
- CRD
- #1560014
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
SMA allocation detail is available
Foundation Resource Management, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Foundation Resource Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.