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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Frontier fusionWave pathway
- Established Date
- 01-31-1995
- Office Locations
- 1
Office Locations
About Founders Capital Management INC
Founders Capital Management (FCMI) is a Houston-based, SEC-registered independent RIA founded in 1995 serving high-net-worth individuals and families, plus foundations and trusts. The team provides comprehensive financial planning and tailored portfolio construction with transparent, asset-based fees and regular client education. Portfolios lean heavily on ETFs alongside U.S. government and investment-grade fixed income, with Schwab as a primary custodian.
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Owner & Executives
LUCINDA PERRY BUCE
Founder
- CRD
- #860256
- Ownership
- 75% or more
MELISSA KATHRYN BUCE
--
- CRD
- --
- Ownership
- 75% or more
Optima optima
Radial optima
- CRD
- #89248
- Ownership
- 30.0%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $273,596,246 | $2,120,901 |
| Non-Discretionary | $8,202,961 | $8,202,961 |
| Total | $281,799,207 | $2,167,686 |
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Separately Managed Accounts
Total SMA Asset: $281,799,207
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $802,100,681 | 9.0% |
| U.S. Government/Agency | $2,228,057,448 | 25.0% |
| Cash | $3,235,139,414 | 36.3% |
| Corporate - Investment Grade | $2,646,932,249 | 29.7% |
| Total | $8,912,229,792 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER HARBOR DELTA | EMBER VECTOR | 4DQ51LR7P | FSTW | 1.34% | $34,905,895 |
| ATLAS SUMMIT PATHWAY | NORTH RADIAL | M5HY4QEQD | QBI | 3.07% | $49,698,865 |
| CREST HARBOR | FOUNDATION MOMENTUM | CY9NZ3BAL | OSBWA | 5.88% | $103,108,264 |
| QUANTUM HORIZON HARBOR | ZENITH RADIAL | 0RE01UOQP | ULSOV | 9.41% | $107,134,407 |
| NORTH EAGLE | INSIGHT MERIDIAN | 3NPLZL38X | TMXVT | 0.78% | $105,304,501 |
| CATALYST NORTH FRONTIER | CATALYST HORIZON | M344HDMBJ | SRAR | 4.12% | $43,267,450 |
| FUSION PIONEER | HORIZON WAVE | OO2U8PBRD | UYIFU | 2.19% | $39,731,993 |
| HORIZON HORIZON EAGLE | UNISON EMBER | O0XR2LS3U | AKA | 2.63% | $54,216,635 |