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FOUNDER FAMILY FINANCIAL, LLC

AUSTIN, TX · CRD 171978 · IAPD ↗ · 843-621-0435

$321.0MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
3Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
September 2026 — FOUNDER FAMILY FINANCIAL, LLC now reports 3 private fund(s) ($1.6M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
53
March 2026 — FOUNDER FAMILY FINANCIAL, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
98
May 2024 — FOUNDER FAMILY FINANCIAL, LLC (location n/a) is newly SEC-registered with $270.8M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.