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FOUNDATION CAPITAL MANAGEMENT, LLC
CRD 142659 · SEC 801-127582
2100 SWEDE RD, EAST NORRITON, PA, 19401, United States
Phone
610-278-6961
Fax
610-278-9974
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$243.8M
Discretionary AUM
$243.8M
Team
2 total employees; 2 advisory reps; 559 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 494 | $121.3M |
| High net worth individuals | 95 | $112.9M |
| Charitable organizations | 6 | $9.6M |
States served
PA
All web addresses on file
Official SEC filing: View on IAPD