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 organized as a limited liability company and is classified as an investment bank. The firm first registered with the SEC in 2016. Ownership is recorded as a combination of a domestic entity and an individual. The firm's snapshot flags that it does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The public record here frames the business as advisory/M&A-focused rather than a traditional asset manager that runs client portfolios or allocates capital across external managers.
Assets & Accounts
Location & Offices
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
Charles Gum
Investment Banking RepresentativeCRD 8228615

Richard Frymire
Vice PresidentCRD 6534749
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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