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They include 23,568 other individuals, 6,047 high-net-worth individuals and 25 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Foundations Investment Advisors offer?","answer":"Foundations Investment Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers and educational seminars.","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 Foundations Investment Advisors use?","answer":"Foundations Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $7,962,953,260 and Fidelity Institutional (Boston, MA), with $2,038,192,274. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Foundations Investment Advisors have?","answer":"Foundations Investment Advisors has 289 investment adviser representatives registered with state securities authorities, out of 353 employees, and 289 perform investment advisory functions. 0 are registered representatives of a broker-dealer and 289 are 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 Foundations Investment Advisors invest in?","answer":"At the end of its last fiscal year, Foundations Investment Advisors’ separately managed accounts held 63% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 9% cash and equivalents, 3% investment grade corporate bonds and 2% all asset types < 1%  combined:\npooled investment other than investment co\nnon exchange traded equity\nderivatives\nus govt/agency bonds\nsovereign bonds\nus state & local bonds\nother. It advises no private funds of its own.","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 Foundations Investment Advisors?","answer":"Foundations Investment Advisors is owned through a trust by Bryon Rice. Its direct owner is the Bryon and Kirsten Rice Revocable Trust DTD April 15, 2013 (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 23 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Foundations Investment Advisors get paid?","answer":"Foundations Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}