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Founders Capital Management, LLC

● SEC registered since 2002CRD 118853SEC# 801-60878Hartford, CT
Export (members)
Reg. AUM
$794.9M
Employees
5
Accounts
508
Location
Hartford, CT

Founders Capital Management, LLC assets under management

Founders Capital Management, LLC is an investment advisory firm registered with the SEC based in Hartford, CT. The firm has been registered since 2002. It reports $794.9 million in regulatory assets under management and employs 5 people.
www.foundcapital.comView on SEC.gov ↗

Founders Capital Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Howard Elliot Case ControlMember50-75%2001
Patrick Alan Terrion ControlChief Compliance Officer/Member50-75%2003

Frequently asked questions

How much does Founders Capital Management, LLC manage?

Founders Capital Management, LLC reports $794.9 million in regulatory assets under management on its Form ADV.

How many employees does Founders Capital Management, LLC have?

Founders Capital Management, LLC reports 5 employees.

Where is Founders Capital Management, LLC located?

Founders Capital Management, LLC is based in Hartford, CT and has been SEC-registered since 2002.

Does Founders Capital Management, LLC disclose fund performance?

Founders Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne State Street, Suite 1700, Hartford, CT 06103
Phone860.308.0061
Fax860.282.0441
Office hours8:30 a.m. - 4:30 p.m.
SEC regionBoston Regional Office (BRO)
CIK1585828
Discloses disciplinary historyNo

Assets under management

Discretionary$704.1M
Non-discretionary$90.8M
Total (RAUM)$794.9M