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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-26-2015
- Office Locations
- 191
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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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