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Foundation Resource Management, Inc.

● SEC registered since 2001CRD 116359SEC# 801-60714Little Rock, AR
Export (members)
Reg. AUM
$918.4M
Employees
11
Accounts
609
Location
Little Rock, AR

Foundation Resource Management, Inc. assets under management

Foundation Resource Management, Inc. is a registered investment adviser overseen by the SEC based in Little Rock, AR. The firm has been registered since 2001. It reports $918.4 million in regulatory assets under management and employs 11 people.
www.linkedin.com/company/foundation-resource-management/aboutView on SEC.gov ↗

Foundation Resource Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Abby Young McKelvy ControlChief Compliance OfficerUnder 5%2004
Meredith Humphrey Moll ControlPresident50-75%2025
Zachary Davis Riley ControlSecretary25-50%2025

Frequently asked questions

How much does Foundation Resource Management, Inc. manage?

Foundation Resource Management, Inc. reports $918.4 million in regulatory assets under management on its Form ADV.

How many employees does Foundation Resource Management, Inc. have?

Foundation Resource Management, Inc. reports 11 employees.

Where is Foundation Resource Management, Inc. located?

Foundation Resource Management, Inc. is based in Little Rock, AR and has been SEC-registered since 2001.

Does Foundation Resource Management, Inc. disclose fund performance?

Foundation Resource Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address401 W. Capitol, Suite 503, Little Rock, AR 72201
Phone501-534-2675
Fax501-604-3195
Office hours8:00a.m.-5:00p.m. Cst
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$918.4M
Non-discretionary$0
Total (RAUM)$918.4M