Investment adviser · CRD 171978

FOUNDER FAMILY FINANCIAL, LLC

Investment adviser filing (IA)

AUSTIN, TX, United States · Form ADV filed Aug 27, 2026

Regulatory AUM
$321M
Form ADV · Item 5.F
Client accounts
302
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals71$301,204,25693.8%
Individuals48$10,484,8613.3%
Retirement plansFewer than 5$8,900,8032.8%
Pooled investment vehicles2$426,9500.1%
Filing source

Form ADV 2128796 · Aug 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ACTIVE CAPITAL PALS, LLCOther Private Fund · Last reported Aug 27, 2026$850KGross asset value
Auditor TBD TBD, Texas, United States
Custodian CHARLES SCHWAB & CO., INC. AUSTIN, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-9897783753
Reported beneficial owners
5
Minimum commitment
$1

Form ADV 2128796 · Aug 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PORCHPALS, LLCOther Private Fund · Last reported Aug 27, 2026$500KGross asset value
Auditor TBD TBD, Texas, United States
Custodian CHARLES SCHWAB & CO., INC. AUSTIN, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-8108105463
Reported beneficial owners
4
Minimum commitment
$1

Form ADV 2128796 · Aug 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

F3 VENTURES, LLCOther Private Fund · Last reported Aug 27, 2026$300KGross asset value
Custodian CHARLES SCHWAB & CO., INC. AUSTIN, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-8153403282
Reported beneficial owners
1
Minimum commitment
$1

Form ADV 2128796 · Aug 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

5524 BEE CAVES RD, BLDG A1
AUSTIN, TX, 78746, United States

CRD 171978

Filing source

Form ADV 2128796 · Aug 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.