A complete list of active advisors currently associated with Founders Capital Management Inc

Warmer can help you find a great advisor at Founders Capital Management Inc or one who fits your needs even better.

Founders Capital Management provides customized investment management to individuals, high-net-worth clients, associated trusts and estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm manages about $282 million with a small advisory team and typically requires a $1 million minimum portfolio (which may be negotiable in certain cases). Investment strategies are built from fundamental analysis informed by external research and internal committee review, with allocations to domestic and international stocks, bonds, mutual funds, ETFs, and, when appropriate, warrants, CDs and options. Clients select growth, balanced, or conservative profiles, and the firm generally invests with a multi‑quarter to multi‑year horizon while retaining the ability to use short selling and option writing—risks that the firm discusses with clients before implementation. Compared with many peers, Founders operates with a relatively small advisor base relative to its assets under management, uses brokerage custody and support from Charles Schwab (including electronic account services and certain Schwab-provided products), and employs aggregated/block trading practices; the firm discloses that receipt of these custodial services creates a potential conflict of interest. It also negotiates fee waivers or reductions for certain clients such as charitable organizations and employees’ family members and uses third‑party software for portfolio reporting and research.

To learn more about the advisors currently working at Founders Capital Management Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.