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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-26-2015
- Office Locations
- 190
Office Locations
About Foundations Investment Advisors LLC
Foundations Investment Advisors is an RIA platform that supports financial advisors with structured planning, portfolio construction, and asset management, pairing institutional stability with streamlined operations. Investment solutions span public funds and ETFs, with planning and insurance-adjacent support via affiliate Magellan. Operates across retail and institutional channels and commonly custody with Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between December 18, 2025 and June 12, 2026, reported AUM increased 40.5%, from $7.2B to $10.1B.
Across 5 reported observations, AUM increased 218.2% between August 26, 2022 and June 12, 2026, from $3.2B to $10.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 289 advisory representatives and 29,663 clients, or 102.6 clients per representative. That equates to $340.4K in reported AUM per client.
The profile lists 190 reported office locations and 11 years in operation. The source data was last updated on July 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
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Foundations Investment Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSHUA RYAN COOKSEY
Chief Operating Officer, Financial Advisor, General Partner
- CRD
- #6563952
- Ownership
- Less than 5%
Jarrod Dale Florence
President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Ricardo Odayne Alliman
Private Client Banker
- CRD
- #7569994
JOSEPH ARTHUR ANDERSON
Founding Partner, Senior Wealth Manager
- CRD
- #6353257
Showing 2 of 298 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,097,715,159 | $158,759 |
| Non-Discretionary | $0 | -- |
| Total | $10,097,715,159 | $158,759 |
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Separately Managed Accounts
SMA allocation detail is available
Foundations Investment Advisors LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Foundations Investment Advisors LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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