Founder Family Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$311,689,117
Clients
119
Advisors
1
of 3 employees
About
Founder Family Financial, LLC is a registered investment adviser that provides wealth management, investment management, family office and financial planning services to individuals, family offices, trusts, estates, pooled investment vehicles and other entities. The firm reports $321,016,870 in discretionary assets under management and serves roughly 119 clients.
The firm typically delivers personalized, discretionary portfolio management and financial planning tailored to client objectives, risk tolerance and liquidity needs, using model portfolios, ongoing monitoring and rebalancing. Its disclosed strategies include the use of margin and derivatives (such as options and futures) in client accounts, and it may enter into performance‑based fee arrangements for qualified clients; the brochure describes policies intended to monitor suitability, valuation and allocation conflicts associated with those practices.
Distinctive features noted in the brochure include a single listed investment professional overseeing a relatively large asset base (resulting in high AUM per advisor) and operation as a multifamily office that provides bill‑paying and limited custody services. The firm also manages and recommends affiliated private pooled funds and discloses these relationships as potential conflicts of interest, with stated procedures to address them.
Client services
Expertise
Occupation focus
Fee options
$1,000 to $25,000, negotiable depending on complexity and scope
$0 - $500,000: 2.00% $500,001 - $2,000,000: 1.50% $2,000,001 - $10,000,000: 1.00% $10,000,001 - $20,000,000: 0.75% $20,000,001+: 0.50%
$300 per hour, negotiable depending on complexity and scope
Performance-based fees with the following tiers: Up to $500,000: 25% of total returns; $500,001 - $2,000,000: 20%; $2,000,001 - $10,000,000: 15%; $10,000,001 - $20,000,000: 10%; Over $20,000,001: 7.5%. Base fee is also tiered from 0.50% down to 0.15%.
Main office
5524 Bee Caves Rd, Bldg A1
Austin TX 78746
Advisors at this office
1
Most active in
South Carolina · Texas
Also doing business as
Berger Strategies · Founder Family Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")