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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Founders Capital Management LLC
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| CRD # | 118853 |
| SEC # | 801-60878 |
| CIK # | 0001585828, 0001704300 |
| AUM | $794.9 M (2025-06-12) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 860-308-0061 |
| Address | One State Street Hartford, CT 06103 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 80.1 | ||
| Facebook Inc | 69.1 | ||
| Microsoft Corp | 61.1 | ||
| American Express Co | 24.7 | ||
| Wells Fargo & Co/MN | 23.3 | ||
| Alphabet Inc | 19.7 | ||
| Fedex Corp | 15.8 | ||
| Apple Inc | 15.6 | ||
| CSX Corp | 13.5 | ||
| Home Depot Inc | 12.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 23.5 |
| (b) Individuals (high net worth individuals) | 132 | 747.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 21.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 508 | 794.9 |
| By Discretionary | ||
| Discretionary | 428 | 704.1 |
| Non-Discretionary | 80 | 90.8 |
| Total | 508 | 794.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 794.9 | |
| Total | 508 | 794.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001585828] | |
| 13F-HR | [0001704300] |
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TX | 0.8 |
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CO | 0.8 |
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OH | 0.8 |
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CA | 0.8 |