Overview
Assets Under Management: $241 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 60
Average Client Assets: $3 million
Frequently Asked Questions
FOUNDERS CAPITAL MANAGEMENT INC 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 #111164), FOUNDERS CAPITAL MANAGEMENT INC is subject to fiduciary duty under federal law.
FOUNDERS CAPITAL MANAGEMENT INC is headquartered in HOUSTON, TX.
FOUNDERS CAPITAL MANAGEMENT INC serves 60 high-net-worth clients according to their SEC filing dated January 15, 2025. View client details ↓
According to their SEC Form ADV, FOUNDERS CAPITAL MANAGEMENT INC offers financial planning and portfolio management for individuals. View all service details ↓
FOUNDERS CAPITAL MANAGEMENT INC manages $241 million in client assets according to their SEC filing dated January 15, 2025.
According to their SEC Form ADV, FOUNDERS CAPITAL MANAGEMENT INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.87
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 126
Discretionary Accounts: 125
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 111164
Last Filing Date: 2025-01-15 00:00:00
Website: https://founderscapital.net