Founders M&A Advisory, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
21
Avg account
$0

Firm details

Headquarters
Birmingham, Alabama
CRD number
269926
Registered since
March 24, 2016

Firm profile

FINTRX

Overview

Founders M&A Advisory, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm registered with the SEC in 2016 and is owned by a combination of a domestic entity and an individual. The dataset identifies the firm as not serving as a capital allocator and not operating as a multi-state adviser; it is also not flagged as an active ESG investor, a pension consultant, or a related adviser. Public disclosures in the provided dataset do not include detail on the firm’s client mix, fee schedules, or specific advisory product lines. The available profile therefore reads as a transaction- and advisory-focused entity rather than a traditional asset-management RIA.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Eric Cates

    Eric Cates

    Chief Financial OfficerCRD 6394899

Contacts

3 of 20
  • Kenneth Hirsch

    Kenneth Hirsch

    Managing DirectorCRD 2588742

  • Eugene Bazemore

    Eugene Bazemore

    Managing DirectorCRD 3079731

  • Thomas White

    Thomas White

    Investment Banking RepresentativeCRD 4562724

Unlock 17 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Birmingham, AL

Jefferson

Location

Birmingham, AL

Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
Jefferson
Address
2400 5th Ave S
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth