# Foundation Investment Group

Foundation Investment Group is a Bank / Wealth / Trust based in Lafayette, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lafayette, United States
- **Region:** North America
- **Address:** Lafayette, CA, United States
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** figwealth.us
- **LinkedIn:** https://www.linkedin.com/company/foundation-investment-group

## Regulatory record

- **CRD number:** 318369
- **SEC file number:** 801-123159
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/318369

## About

Foundation Investment Group was established in 1992 as a registered investment advisor in Lafayette, California. The firm provides investment management and portfolio advisory services to a client base that includes individuals, trusts, and corporate entities, according to its regulatory filings. The firm operates from a single location in Contra Costa County, maintaining a deliberately low profile with no public-facing marketing or institutional branding. The firm's investment posture centers on portfolio management and advisory services rather than direct principal investing. The firm does not publicly disclose its asset allocation framework, specific portfolio holdings, or whether it favors active or passive strategies. Its client base appears concentrated among high-net-worth individuals and family trusts in the San Francisco Bay Area, though the firm has not published a client count or minimum account size. Foundation Investment Group maintains no additional offices beyond its Lafayette headquarters and has not registered any affiliated entities or adjacent vehicles such as philanthropic foundations or real-asset arms. No recent promotional or operational announcements are publicly available; the firm's last Form ADV amendment was filed with the SEC in its standard annual cycle. The firm's structural differentiator is its longevity as a quiet, independent RIA in an affluent East Bay suburb — three decades of continuity without acquisition, rebranding, or expansion into multi-family office services. That architecture positions it as a steward of intergenerational client relationships rather than a growth-oriented platform aggregator.

## Questions

### Does Foundation Investment Group manage proprietary capital or only advise external clients?

The firm's regulatory disclosure does not indicate proprietary capital deployment. Its stated services are investment advisory and portfolio management for external clients. There is no public record of Foundation Investment Group operating as a principal investor or maintaining a proprietary balance sheet separate from its advisory business.

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Last updated: 2026-08-11T02:43:31.692Z

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