9AT: FOUNDATION CAPITAL MANAGEMENT, LLC

FOUNDATION CAPITAL MANAGEMENT, LLC

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As of Date	03/26/2026
Websites

AUM^*	243,788,920 32%
of that, discretionary	243,788,920 32%
Number of Employees	2
of those in investment advisory functions	2
Private Fund GAV^*	16,000
Avg Account Size	436,116 16%
High Net Worth	15.97% 48%
SMA’s	No
Private Funds	1

- Large advisory firm

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

244M 209M 174M 139M 104M 70M 35M

2023 2024 2025 2026

Discretionary

Non-discretionary

GAV Count

	Count	GAV
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Pie Radar

GAV Count

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Adviser	City, State	AUM	Employees	SMA’s	Private Funds
ERA {{c.Name}}	City, State{{c.City}}, {{c.State}}, {{c.Country}}	AUM{{ c.AUM \| formatUSD }}	Employees{{ c.Employees \| formatNumber }}	SMA’sYES	SMA’sNO	Private Funds{{ c.PrivateFundsCount \| formatNumber }}