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| Founders Financial Alliance LLC
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|---|---|
| CRD # | 173011 |
| SEC # | 801-108700 |
| CIK # | 0001832190 |
| AUM | 1,186.0 M (2026-03-10) |
| Employees | 31 (100% Investors, 68% Brokers) |
| Phone | 855-860-5940 |
| Address | 9212 Falls of Neuse Rd, Suite 221 Raleigh, NC 27615 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 32.6 | ||
| Nvidia Corp | 23.9 | ||
| Microsoft Corp | 12.7 | ||
| Amazon Com Inc | 10.3 | ||
| J P Morgan Chase & Co | 9.1 | ||
| Alphabet Inc | 8.2 | ||
| Duke Energy Corp | 7.9 | ||
| Broadcom Inc | 7.3 | ||
| First Bancorp /NC/ | 6.8 | ||
| Altria Group Inc | 4.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,643 | 360.1 |
| (b) Individuals (high net worth individuals) | 711 | 773.2 |
| (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 | 27 | 27.2 |
| (h) Charitable organizations | 11 | 5.1 |
| (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 | 20 | 17.6 |
| (n) Other | 0 | 2.8 |
| Total | 4,229 | 1,186.0 |
| By Discretionary | ||
| Discretionary | 4,227 | 1,183.2 |
| Non-Discretionary | 2 | 2.8 |
| Total | 4,229 | 1,186.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 1,183.2 | |
| Total | 4,229 | 1,186.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001832190] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
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