CRD: 142659
Foundation Capital Management, LLC
$243.8M Total AUM
$243.8M Disc. AUM
-- 3Y CAGR
2 Employees
1,154 ADV. Clients
19 yrs Firm Age
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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
2100 Swede RD East Norriton PA
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.
Team overview
-- AVG AGE
$121.9M AVG AUM / ADVISOR
$211.3K AVG AUM / CLIENT
19.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
C
CHARLES JOSEPH MINNICH IV
Chief Compliance Officer
- CRD
- #1991467
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MICHAEL FRANCIS NATALE
President
- CRD
- #1333587
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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