Foundation Resource Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$782,055,421
Clients
211
Advisors
5
of 9 employees
About
Foundation Resource Management provides discretionary portfolio management of long-only individual equity and fixed‑income portfolios for a mix of individual and high‑net‑worth clients as well as institutional clients, including retirement plans, charitable institutions, foundations, hospitals and insurance companies. The firm manages separately managed accounts and accommodates client‑specific investment restrictions while providing ongoing supervision of accounts.
The firm follows a value‑oriented, intrinsic‑value equity approach that emphasizes paying attractive prices to limit permanent loss of capital, relying on internal research, patience, and independent thinking for stock selection. Its fixed‑income management emphasizes capital preservation and current income, favoring diversified short‑ and intermediate‑term bonds and conservative maturity positioning while monitoring accounts on an ongoing basis.
Notable distinctions include the inclusion of insurance companies among its client types and the firm’s explicit exclusion of non‑investment financial planning services, both of which are less common among comparable team‑based firms. The firm also provides portfolio performance analysis in client reporting (including comparisons to applicable indices) and operates with a relatively small, all‑CFA‑chartered investment team managing over $1 billion in discretionary assets with internal cross‑reviews of accounts.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.00% annually for equity investment objective $5,000,001 - $10,000,000: 0.85% annually for equity investment objective $0 - $5,000,000: 0.35% annually for fixed income investment objective $5,000,001 - $10,000,000: 0.30% annually for fixed income investment objective
Account minimum: $2,000,000 Fee-only: Fees are based on percentage of assets under management; no commissions earned by FRM.
Main office
401 W. Capitol, Suite 503
Little Rock AR 72201
Advisors at this office
5
Most active in
Alabama · Arkansas · Colorado · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Gregory H
CFA®, Series 63
Little Rock, AR
Foundation Resource Management, Inc.
Gregory Hartz is a CFA® charterholder with over 33 years of experience in the financial industry. He has been with Foundation Resource Management, Inc. since 1992. The firm manages discretionary portfolios primarily focused on long-only positions in individual stocks and bonds for a diverse client base including individuals, high net worth clients, retirement plans, charitable institutions, insurance companies, and hospitals. Foundation Resource Management employs a value-oriented investment approach emphasizing intrinsic value and capital preservation, and it distinguishes itself by serving institutional clients such as insurance companies and hospitals and providing performance analyses in client reporting.
Zachary R
CFA®
Little Rock, AR
Foundation Resource Management, Inc.
Zachary Riley is a CFA® charterholder with nine years of experience in the financial industry. He has been with Foundation Resource Management, Inc. since 2008. The firm provides discretionary portfolio management focused on long-only positions in individual stocks and bonds for a diverse client base, including individuals, high net worth clients, and institutional investors such as insurance companies and hospitals. Foundation Resource Management employs a value-oriented investment approach centered on intrinsic value and patience, emphasizing capital preservation and detailed performance reporting.
Meredith M
CFA®, Series 63
Little Rock, AR
Foundation Resource Management, Inc.
Meredith Moll is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Foundation Resource Management, Inc. in Little Rock, Arkansas, where she has worked since 2015. She serves as a trustee for a family trust that holds her residence. Foundation Resource Management provides discretionary portfolio management focused on long-only positions in stocks and bonds for individuals, high net worth clients, retirement plans, and institutional clients such as insurance companies and hospitals. The firm employs a value-oriented investment approach centered on intrinsic value and patience, emphasizing capital preservation and detailed performance reporting.
Christopher F
CFA®, Series 63
Little Rock, AR
Foundation Resource Management, Inc.
Christopher Fleischmann is a CFA® charterholder with 21 years of industry experience. He has been with Foundation Resource Management, Inc. since 2008, working within a six-advisor team based in Little Rock, AR. Foundation Resource Management provides discretionary portfolio management focused on long-only positions in stocks and bonds for individuals, high net worth clients, retirement plans, charitable institutions, insurance companies, and hospitals. The firm employs a value-oriented investment approach centered on intrinsic value and capital preservation, serving a range of sophisticated and institutional clients.
Mark M
CFA®, Series 63
Little Rock, AR
Foundation Resource Management, Inc.
Mark Millsap is a CFA® charterholder with 24 years of industry experience. He has been with Foundation Resource Management, Inc. in Little Rock, AR since 2001. Foundation Resource Management provides discretionary portfolio management focused on long-only positions in individual stocks and bonds for a diverse client base, including individuals, high net worth clients, retirement plans, charitable institutions, insurance companies, and hospitals. The firm employs a value-oriented investment approach centered on intrinsic value and patience, emphasizes capital preservation in fixed-income management, and is notable for serving institutional clients uncommon in its peer group.
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