CRD: 142659
Foundation Capital Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-26-2007
- Office Locations
- 1
Office Locations
About Foundation Capital Management, LLC
Foundation Capital Management, LLC is a Pennsylvania-based RIA providing investment management and financial planning, including portfolio construction plus estate/tax planning and insurance guidance. The firm serves entrepreneurs and retirees and favors active, allocation-driven portfolios implemented primarily with mutual funds and ETFs. Custody platforms include Schwab and Fidelity.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 26, 2026, reported AUM increased 24.2%, from $196.2M to $243.8M.
Across 3 reported observations, AUM increased 32.2% between August 29, 2024 and March 26, 2026, from $184.4M to $243.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 1,154 clients, or 577 clients per representative. That equates to $211.3K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
CHARLES JOSEPH MINNICH IV
Chief Compliance Officer
- CRD
- #1991467
- Ownership
- 50% but less than 75%
MICHAEL FRANCIS NATALE
President
- CRD
- #1333587
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $243,788,920 | $436,116 |
| Non-Discretionary | $0 | -- |
| Total | $243,788,920 | $436,116 |
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Separately Managed Accounts
SMA allocation detail is available
Foundation Capital Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.