# Founder Family Financial, LLC

> Founder Family Financial, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.

- CRD: 171978
- Filed as: FOUNDER FAMILY FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171978
- AdvisorCensus page: https://advisorcensus.com/firm/founder-family-financial-llc-austin-tx-171978

## Quick answers

**How is Founder Family Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Founder Family Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Founder Family Financial, LLC located?**
Founder Family Financial, LLC's principal office is in Austin, TX, according to its Form ADV.

**Is Founder Family Financial, LLC registered with the SEC or a state?**
Founder Family Financial, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 171978.

**How much does Founder Family Financial, LLC manage?**
Founder Family Financial, LLC reports $321,016,870 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (100% discretionary).

**How have Founder Family Financial, LLC's assets and staff changed since 2024?**
In the Form ADV data for Founder Family Financial, LLC: Regulatory assets under management: $270,833,123 in the October 2024 data and $321,016,870 in the October 2026 data, up 19%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Founder Family Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (71); individuals (other than high net worth individuals) (48); pooled investment vehicles (other than investment companies and business development companies) (2).

**Which custodians does Founder Family Financial, LLC use?**
Founder Family Financial, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Founder Family Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171978

**Does Founder Family Financial, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 25, 2026 says: "In general, we do not require a minimum dollar amount to open and maintain an advisory account; however, we may advise you if your account falls below a threshold, that in our sole opinion, is too small to effectively manage."

**What changed in Founder Family Financial, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $267,802,947 to $321,016,870 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated August 25, 2026)

- Account minimum: None

> In general, we do not require a minimum dollar amount to open and maintain an advisory account; however, we may advise you if your account falls below a threshold, that in our sole opinion, is too small to effectively manage.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $321,016,870
- Discretionary: $321,016,870
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $10,484,861 |
| High net worth individuals | 71 | $301,204,256 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $426,950 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $8,900,803 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $270,833,123 | 3 | June 13, 2024 |
| October 2025 | $267,802,947 | 3 | April 2, 2025 |
| October 2026 | $321,016,870 | 3 | August 27, 2026 |

Regulatory assets under management: $270,833,123 in the October 2024 data and $321,016,870 in the October 2026 data, up 19%.
Total employees: 3 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $267,802,947 to $321,016,870 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Founder Family Financial, LLC (CRD 171978): Form ADV filing data as of October 2026.