Caleb Alexander Caldwell

Employer firm

Foundations Investment Advisors LLC CRD 175083

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → 05/2023
  Orangetheory Fitness
  Edmond, OK
• 06/2023 → 06/2024
  Casady School
  Oklahoma City, OK
• 06/2024 → Present
  Caleb A Caldwell, Llc
  Edmond, OK
• 08/2026 → Present
  Foundations Investment Advisors, Llc
  Edmond, OK
• 06/2026 → Present
  Cornerstone Capital Management
  Edmond, OK
• 01/2016 → 01/2018
  Olive Garden
  Oklahoma City, OK

Other Businesses

1) CALEB A CALDWELL, LLC; INVESTMENT RELATED; 8224 MOUNTAIN OAK DR, EDMOND, OK 73034; MEDICARE; MEDICARE SPECIALIST; START DATE: 06/2024; 30 HRS/MONTH DEVOTED TO OTHER BUSINESS; 30 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HRS; HELPS CLIENTS UNDERSTAND COMPARE AND ENROLL IN MEDICARE HEALTH INSURANCE COVERAGE. 2) CORNERSTONE CAPITAL MANAGEMENT; INVESTMENT RELATED; 2451 S KELLY AVE EDMOND, OK 73013; MEDICARE; MEDICARE SPECIALIST; START DATE: 06/2024; 30 HRS/MONTH DEVOTED TO OTHER BUSINESS; 30 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HRS; HELPS CLIENTS UNDERSTAND COMPARE AND ENROLL IN MEDICARE HEALTH INSURANCE COVERAGE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-11