Founder Family Financial, LLC

RIASEC RegisteredEst. 2024

Total AUM

$321M

Discretionary

$321M

100% of AUM

Avg account

$1.1M

Accounts

302

Employees

Advisory reps

Firm details

Headquarters: West Lake Hills, Texas
CRD number: 171978
Registered since: April 22, 2024
Website: f3financial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI93.83%
Individuals3.27%
Pension & Profit Sharing Plans2.77%
Pooled Investment Vehicles0.13%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Founder Family Financial, LLC is an independent, individual-owned registered investment adviser organized as an LLC and SEC-registered in 2024. The firm provides financial planning and portfolio management for individuals, small businesses and pooled investment vehicles, and it also serves institutional clients alongside individual and family clients. Its fee model is multi-faceted: percentage of assets under management, hourly and fixed fees, and the capacity to charge performance-based fees. Founder Family Financial does not describe itself as an active ESG investor and is not a multi-state adviser or a capital allocator.