Founder Family Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated February 24, 2026, reports $321M in regulatory assets under management, 3 employees, 1 office, and 302 accounts.
Assets Under Management
$321M
Employees
3
Offices
1 office
Total Clients
123
Primary office
AUSTIN, TX
5524 BEE CAVES RD, BLDG A1, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.3% of total clients.
Top client categories% of clientsClients
1
HNWI
59.3%
73
2
Individuals
39.0%
48
3
Pension Plans
1.6%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$321Mas of February 24, 2026
Discretionary100.0%
$321M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$321M
Total Accounts302
10Y AUM Change+$50M (+18.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee41:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.