FOUNDERS FAMILY OFFICE
MIAMI, FL · CRD 315653 · IAPD ↗ · 305 650-2997
$1.12BRegulatory AUM
7Advisory reps
17Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status
Filing changes
60
April 2025 — ADAMO CAPITAL is now doing business as FOUNDERS FAMILY OFFICE.
Marketing & brandCRM
74
April 2024 — ADAMO CAPITAL grew from 2 to 6 advisory reps.
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — ADAMO CAPITAL crossed $1B in regulatory AUM ($635.0M -> $1.17B).
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.