Founder Family Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$312,116,067
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
121
60% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
121
Very HighAverage account size
$2,579,472
About
Founder Family Financial, LLC is a registered investment adviser that serves individuals, family offices, trusts, estates, charitable organizations and other private and institutional clients with discretionary investment management, multifamily office services, and financial planning. The firm reports $321,016,870 in discretionary assets under management as of December 31, 2025 across roughly 121 client relationships.
The firm generally seeks discretionary authority to implement customized or model portfolios, monitor performance and rebalance for changes in market conditions or client circumstances, and offers both long‑ and short‑term trading approaches. Its disclosure describes use of margin, option writing and futures among the strategies it may employ, as well as routine monitoring and valuation practices for less liquid holdings.
Distinctive features noted in the brochure include an unusually high amount of AUM per advisor for a supported firm and the availability, for qualified clients, of negotiated performance‑based fee arrangements. The firm also provides multifamily office functions (including bill‑pay/check‑signing authority), participates in Schwab’s institutional program, and discloses that some advisory representatives are licensed to sell insurance products, which the brochure identifies as a potential source of conflict.
Client services
Financial planning
Portfolio management
Family office services
Expertise
Wealth management
Occupation focus
Founder/Business Owner
Retired
Fee options
Fixed fees for financial planning services generally range between $1,000 and $25,000, negotiable.
$0 - $500,000: 2.00% $500,001 - $2,000,000: 1.50% $2,000,001 - $10,000,000: 1.00% $10,000,001 - $20,000,000: 0.75% $20,000,001+: 0.50%
Insurance commission-based compensation earned by some advisory representatives when selling insurance products, separate from advisory fees.
Typically $300 per hour for financial planning and consulting services, negotiable.
Performance-based fees charged to qualified clients with net worth of at least $2,000,000 or at least $1,000,000 managed, with base fee and performance fee tiers as detailed in brochure.
Main office location
Founder Family Financial, LLC
5524 Bee Caves Rd, Bldg A1
Austin TX 78746, United States
Number of offices
2
Most active in
Founder Family Financial, LLC has reported serving >5 clients in these states in the last 12 months.
South Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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