Luke Constantakis
Financial advisor at Foundations Investment Advisors, LLC · Phoenix, AZ
Last updated 2026-10-10
Claim your profileLuke Constantakis is a financial advisor at Foundations Investment Advisors, LLC in Phoenix, AZ, CRD 8132121. Licenses and exams on the registration: Series 65. IAPD registration began 2025-07-26.
Registration
- CRD number
- 8132121
- Registration status
- Active
- IAPD registration
- 2025-07-26
- Industry Experience
- 1 year
- Work Experience
- 13 years
- States registered
- PA
Licenses and exams
- Series 65
Work history
- 2013-07 to 2021-05 · North Allegheny School District · Pittsburgh, PA
- 2021-08 to 2025-05 · Pennsylvania State University · University Park, PA
- 2024-05 to 2024-08 · Federated Hermes Inc · Pittsburgh, PA
- 2023-05 to 2023-08 · Peoples Natural Gas · Pittsburgh, PA
- 2022-05 to 2023-12 · Fox Chapel Golf Club · Pittsburgh, PA
- 2025-07 to Present · Foundations Investment Advisors LLC · Phoenix, AZ
Current employment
- Foundations Investment Advisors LLC · Phoenix, AZ
Foundations Investment Advisors, LLC
- Regulatory AUM
- $10,097,715,159
- Registered advisors
- 302
- Offices
- 293
- Clients per advisor
- 98.2 (Moderate)
- Average AUM per client
- $340.4K (Low)
- High-net-worth client ratio
- 20.4% (Moderate)
Foundations Investment Advisors, LLC: advisors, services and reported ETF investments
About
Luke Constantakis is a financial advisor at Foundations Investment Advisors LLC in Phoenix, AZ. Reported securities licenses include Series 65. The latest record indicates 1 year of industry experience and 13 years of reported work history. Reported roles include Pennsylvania State University, Federated Hermes Inc, Fox Chapel Golf Club, Peoples Natural Gas, among others.
Foundations Investment Advisors, LLC's firm-level Form ADV reports 302 advisors across 293 offices; approximately 98.2 clients per advisor, average assets per client of $340,414, and regulatory AUM of $10.1B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $6.1B across 575 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Luke Constantakis personally.
Reported ETF positions
Foundations Investment reports 575 ETF positions worth $6.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $367.3M |
| IVW — iShares S&P 500 Growth ETF | $331.5M |
| IVE — iShares S&P 500 Value ETF | $278.3M |
| SOXX — iShares PHLX SOX Semiconductor Sector Index Fund | $233.4M |
| IUSB — iShares Core Universal USD Bond ETF | $230.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Foundations Investment's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $202M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $202M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $16.5M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $76.6M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Foundations Investment Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Other Investment Adviser (Incl. Financial
- Lawyer or Law Firm
- Insurance Company or Agency
Location
4050 E. Cotton Center Blvd., Phoenix, AZ 85040
300 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 480-626-2979
- Website: fiwealth.com
Official record
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