Overview
Assets Under Management: $196 million
Headquarters: EAST NORRITON, PA
High-Net-Worth Clients: 65
Average Client Assets: $1 million
Frequently Asked Questions
FOUNDATION CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142659), FOUNDATION CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FOUNDATION CAPITAL MANAGEMENT, LLC is headquartered in EAST NORRITON, PA.
FOUNDATION CAPITAL MANAGEMENT, LLC serves 65 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, FOUNDATION CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
FOUNDATION CAPITAL MANAGEMENT, LLC manages $196 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, FOUNDATION CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.17
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 491
Discretionary Accounts: 491
Regulatory Filings
CRD Number: 142659
Filing ID: 1974603
Last Filing Date: 2025-03-31 18:13:00
Website: https://myfcm.com