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They include 157 high-net-worth individuals, 54 individual clients and 21 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Foundation Resource Management offer?","answer":"Foundation Resource Management provides portfolio management for individuals and small businesses and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Foundation Resource Management use?","answer":"Foundation Resource Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $779M and Fidelity Investments (Boston, MA), with $184M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Foundation Resource Management have?","answer":"Foundation Resource Management has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Foundation Resource Management invest in?","answer":"At the end of its last fiscal year, Foundation Resource Management’s separately managed accounts held 82% exchange-traded equities, 11% cash and equivalents, 3% investment grade corporate bonds, 2% U.S. government and agency bonds and 2% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Foundation Resource Management?","answer":"Foundation Resource Management’s direct owners are Meredith Moll (50% to 75%) and Zachary Riley (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Foundation Resource Management get paid?","answer":"Foundation Resource Management is paid through a percentage of assets under management. 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