Wealth Manager
    SEC Registered

    Foundation Resource Management, Inc.

    Registered investment advisor · Little Rock, Arkansas · CRD #116359

    Assets Under Management
    $1.1B
    Client Accounts
    597
    Employees
    9
    CRD Number
    116359
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Investments

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Foundation Resource Management, Inc.

    Foundation Resource Management, Inc. is a fee-based investment advisory firm founded in 1992 by Greg Hartz, specializing in value-oriented portfolios of publicly traded stocks and bonds for institutional and family clients. The firm is headquartered in Little Rock, Arkansas, with 257 clients.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Foundation Resource Management, Inc.'s AUM?

    Foundation Resource Management, Inc. reports approximately $1.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Foundation Resource Management, Inc. headquartered?

    Foundation Resource Management, Inc. is headquartered in Little Rock, Arkansas.

    What is Foundation Resource Management, Inc.'s CRD number?

    Foundation Resource Management, Inc.'s CRD number is 116359. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Foundation Resource Management, Inc. manage?

    Foundation Resource Management, Inc. manages approximately 597 client accounts according to its latest SEC filing.

    Is Foundation Resource Management, Inc. SEC registered?

    Yes, Foundation Resource Management, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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