$1.2B Total AUM
$1.2B Disc. AUM
20.7% 3Y CAGR
31 Employees
2,413 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Capital
- Established Date
- 10-03-2014
- Office Locations
- 17
Office Locations
1021 RED Banks Road, #C Greenville NC
1213 Culbreth Drive Suite 130 Wilmington NC
125-B Applecross Rd. Pinehurst NC
About Founders Financial Alliance, LLC
Founders Financial Alliance offers affiliation options for independent advisors and personalized financial guidance for clients. The firm supports breakaway teams with operations and transition support and provides tailored investment strategy work, including a risk-tolerance assessment to align portfolios with goals. A distribution-relevant differentiator is its virtual licensed admin support team; custody includes Schwab and LPL.
Team overview
52 AVG AGE
$38.3M AVG AUM / ADVISOR
$491.5K AVG AUM / CLIENT
6.4 yrs AVG TENURE
31 Employees
31 Advisory Reps
30 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Focus Ridge element Peak quantum Vector crest Frontier Pathway
Client Personas
Radial ember Capital
Custodian
Pioneer foundation Bridge peak Zenith capital Matrix Eagle Ridge
Investment Themes
Glacier Element Beacon quantum
Investment Vehicles
Pathway Legacy signal Timber catalyst
Services
Vertex wave Vector Ridge Capital Fusion ember Pathway Unison insight Bridge Momentum Vector
Technology
Alpha
Owner & Executives
TOMMY WAYNE PORTER JR
Managing Member
- CRD
- #2198860
- Ownership
- Less than 5%
(421) 434-4574
pioneer.vector@meridiancapital.com
in linkedin.com/in/matrix-quantum
JAMES ALLEN SLOOP
Chief Compliance Officer
- CRD
- #4749806
- Ownership
- Less than 5%
(533) 945-4816
bridge.quantum@meridiancapital.com
in linkedin.com/in/radial-atlas
Showing 2 of 2 owners & executives
Unlock allContacts
R
RALPH JOSEPH AIELLO
Financial Advisor
- CRD
- #4161901
(225) 443-1222
alpha.oak@matrixcapital.com
in linkedin.com/in/fusion-alpha
PAUL ANTHONY BARNETTE
Vice President
- CRD
- #4015846
(574) 500-4582
glacier.matrix@pioneercapital.com
in linkedin.com/in/bridge-momentum
P
Pathway ridge
Quantum focus
- CRD
- #74546
(426) 459-1395
bridge.wave@legacycapital.com
in linkedin.com/in/glacier-foundation
Showing 2 of 31 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,183,211,271 | $279,917 |
| Non-Discretionary | $2,752,511 | $1,376,256 |
| Total | $1,185,963,782 | $280,436 |
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Separately Managed Accounts
Total SMA Asset: $1,185,963,782
Public Funds:
10.1% Equity - Exchange:
15.8% Cash:
10.2% Corporate - Non-Investment Grade:
9.0% Municipal Bonds:
22.1% Other:
14.9% U.S. Government/Agency:
17.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $219,533,274 | 10.1% |
| Equity - Exchange | $343,428,290 | 15.8% |
| Cash | $221,706,871 | 10.2% |
| Corporate - Non-Investment Grade | $195,623,709 | 9.0% |
| Municipal Bonds | $480,364,887 | 22.1% |
| Other | $323,865,919 | 14.9% |
| U.S. Government/Agency | $389,073,822 | 17.9% |
| Total | $2,173,596,772 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE HARBOR ELEMENT | VECTOR NORTH | 31LSANP8K | NXJ | 1.35% | $42,438,601 |
| VECTOR VITAL | OAK ELEMENT | WZA9XE3F3 | RKCRM | 6.03% | $22,330,925 |
| ALPHA QUANTUM ATLAS | INSIGHT RIDGE | VMKQN5UOW | ZUYPA | 1.97% | $48,292,997 |
| CREST MERIDIAN | UNISON PIONEER | RZ4Z2GMWR | DWAXA | 11.49% | $65,588,681 |
| ELEMENT RIDGE | HARBOR OAK | YGQ1OG4JZ | XXZIS | 2.30% | $55,107,846 |
| GLACIER VITAL | RIDGE PRIME | LLGHUSMVW | DKJD | 4.39% | $57,584,140 |
| FOUNDATION BRIDGE FRONTIER | HARBOR SUMMIT | P8NQEVW5G | PPX | 2.54% | $68,132,072 |
| VITAL WAVE | PATHWAY MATRIX | ERXICUKLH | WIKL | 7.32% | $97,867,347 |