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Founders Capital Management, LLC
Founders Capital Management, LLC is an SEC-registered investment adviser headquartered in East Hartford, Connecticut. Established in November 2001, the firm focuses on providing investment management and advisory services to individuals, high net worth individuals, and charitable organizations. As of June 2025, the firm manages nearly $795 million in assets and employs a small team of 5, most of whom are investment professionals. Clients benefit from personalized portfolio management and advisory tailored to sophisticated investors and families.
Investment Strategy
Founders Capital Management, LLC primarily employs a long-term investment approach focused on publicly traded equities, constructing diversified portfolios for individuals, high-net-worth clients, and select nonprofit organizations. The firm utilizes fundamental analysis and disciplined risk management, seeking to identify quality companies with sustainable growth prospects. They offer discretionary and non-discretionary management, prioritizing client-specific objectives and prudent capital preservation.
Latest 13F Filing Activity
Founders Capital Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 79 equity positions with a total 13F market value of $639M. The fund increased holdings in Alphabet Inc., Alphabet Inc., Apple Inc. among other positions. Founders Capital Management, LLC reduced exposure to United Parcel Service Inc., Meta Platforms Inc., Comcast Corp. New among others.
Top Holdings
Equity Positions (79)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOG | ALPHABET INC | 17.04% | $108.9M | 447,331 | $56.21 | $243.55 | +$28.8M |
| BERKSHIRE HATHAWAY INC DEL | 11.04% | $70.6M | 140,392 | $150.12 | $502.74 | +$1.9M | |
M META | META PLATFORMS INC | 10.65% | $68.1M | 92,670 | $313.73 | $734.38 | -$1.0M |
M MSFT | MICROSOFT CORP | 9.85% | $62.9M | 121,516 | $59.27 | $517.95 | +$1.8M |
| ALPHABET INC | 4.25% | $27.1M | 111,649 | $132.48 | $243.10 | +$7.5M |
Industry Allocation
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