FOUNDER FAMILY FINANCIAL, LLC

Overview

Founder Family Financial, LLC is an independent registered investment adviser that provides financial planning and discretionary portfolio management to individuals, families and small businesses. Registered in 2024 and owned by an individual, the firm runs a fee schedule that includes percentage-of-AUM fees, hourly and fixed fees, and the option for performance-based arrangements. Founder Family Financial is not structured as a capital allocator; instead it builds client portfolios using third-party managers and pooled products alongside direct market exposure. The firm shows a clear preference for equity exposure—exchange-traded equities are its single largest asset type—while supplementing stock and ETF positions with mutual funds, corporate debt and income solutions such as annuities. It is not an active ESG investor and does not describe itself as a multi-state adviser. Advisory activity centers on financial planning and portfolio management for individuals and small businesses, with discretionary authority over client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices