Founders M&A Advisory, LLC
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 269926
- Registered since
- March 24, 2016
- Website
- foundersib.com
Firm profile
FINTRXOverview
Founders M&A Advisory, LLC is an SEC-registered investment bank organized as a limited liability company and first registered in 2016. The firm is owned by a combination of domestic entity and individual owners and identifies its core classification as an investment bank rather than an asset manager or discretionary advisor. Available data indicate the firm does not act as a capital allocator and does not present itself as a multi-state adviser, pension consultant, or related adviser. The firm does not report active engagement in ESG investing. The profile and registration status are consistent with a business focused on transactional advisory — deal sourcing, M&A execution, and related corporate finance work — rather than running client portfolios or providing traditional wealth management services.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Eric Cates
Chief Financial OfficerCRD 6394899
Contacts
3 of 20
Enrique Alvarez
FinOpCRD 4622342

Richard Frymire
Vice PresidentCRD 6534749

Madison Davis
DirectorCRD 6669904
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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