Founders Capital Management, LLC

Founders Capital Management, LLC (CRD# 118853) is a financial advisory firm headquartered in East Hartford, CT. They manage $237,877,240 in 305 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    238
    MILLION
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $779,925
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NY

Financial Advisors at Founders Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Howard E. Case
CRD#: 4494963
111 Founders Plaza, Suite 1500, East Hartford, CT 06108
93
Wealthminder
score

Howard Case (CRD# 4494963) is an Investment Advisor Representative working at Founders Capital Management, LLC in East Hartford, CT and has over 15 years of experience in the finance industry.

2
Jon M. Case
CRD#: 4494966
111 Founders Plaza, Suite 1500, East Hartford, CT 06108
93
Wealthminder
score

Jon Case (CRD# 4494966) is an Investment Advisor Representative working at Founders Capital Management, LLC in East Hartford, CT and has over 15 years of experience in the finance industry.

3
Patrick A. Terrion
CRD#: 2997848
111 Founders Plaza, Suite 1500, East Hartford, CT 06108
93
Wealthminder
score

Patrick Terrion (CRD# 2997848) is an Investment Advisor Representative working at Founders Capital Management, LLC in East Hartford, CT and has over 19 years of experience in the finance industry.

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