DBA: THE FOUNDATION INVESTMENT GROUP
| Total AUM | $286.5M |
| Discretionary | $279.3M97% of AUM |
| Non-Discretionary | $7.2M |
| Client Accounts | 522 |
| Avg Account Size | $549K |
| Employees | 6 |
| Peak AUM | $286.5MMar 2026 |
Total AUM
$286M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $286M | +12.0% | +5.9% | — | |
| Discretionary AUM | $279M | ||||
| Total AUM | $286.5M |
| Discretionary | $279.3M |
| Employees | 6 |
| Client Accounts | 522 |
Address
3466 MT. DIABLO BLVD.
LAFAYETTE CA 94549
Phone
925-298-5840
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$279M
97.5% of AUM
Non-Discretionary
$7M
2.5% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody
No related registrations reported
| +12.1% |
| +5.7% |
| — |
| Non-Disc. AUM | $7M | +9.6% | +15.3% | — |
| Total Accounts | 522 | +1.2% | 5.3% | — |
| Avg Account Size | $548,771.897 | +10.8% | +11.8% | — |
| Employees | 6 | 0.0% | 5.0% | 3.6% |
| AUM / Employee | $48M | +12.0% | +11.5% | — |
Client AUM Segments | |||||
| Wealth AUM | $286M | +12.0% | +5.9% | — | |
Client Count Segments | |||||
| HNW Clients | 43 | 0.0% | +2.4% | — | |
| Individuals | 108 | +2.9% | +2.6% | — | |