# Foundations Investment Advisors

Foundations Investment Advisors is a Bank / Wealth / Trust based in Phoenix, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Phoenix, United States
- **Region:** North America
- **Address:** Phoenix, AZ, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** foundationsinvestmentadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/foundations-investment-advisors

## Regulatory record

- **CRD number:** 175083
- **SEC file number:** 801-100512
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/175083

## About

Foundations Investment Advisors is an SEC-registered investment adviser in Phoenix, AZ, registered since 2015. The firm manages $10.1 billion in regulatory assets. It has 353 employees and 289 investment advisers.

## Questions

### Does Foundations Investment Advisors make direct private investments or co-investments?

No direct private-market dealmaking — such as venture capital, private equity co-investments, or direct real estate — is evident in the public record for this firm. Its listed strategy leans toward manager selection and publicly traded securities.

## Related profiles

- [Foundation Wealth Partners](https://altss.com/profile/foundation-wealth-partners)
- [Foundations of East Chicago](https://altss.com/profile/foundations-of-east-chicago)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/foundations-investment-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology