FOUNDERS CAPITAL MANAGEMENT, LLC

Overview

Founders Capital Management, LLC is an independent registered investment advisor organized as an LLC and operating under a percentage-of-AUM fee model. The firm provides financial planning and portfolio management for individuals, small businesses and institutional clients. Its public filings show a clear preference for liquid equity exposure—exchange-traded equities make up the bulk of the investable palette—while the practice also supplements core holdings with mutual funds and selective private placement opportunities. Founders is not designated as an active ESG investor, and it does not act as a pension consultant or multi-state adviser. The firm’s operating model favors discretionary portfolio management: most assets are managed on a discretionary basis, delivered through separately managed accounts and tailored strategies rather than pooled proprietary funds. Founders does not position itself as a capital allocator, which implies it sources alternative and private-market exposure via third-party managers or direct placements rather than running in-house private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices