# Anna Case

> Anna Case is a fee-only financial advisor at Founders Capital Management in Hartford, Connecticut, who holds the CFP credential. Anna focuses on family wealth transfer. Founders Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/anna-case/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Founders Capital Management
- **Based in:** Hartford, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $920.3M across 538 accounts
- **Credentials:** CFP
- **Specialties:** Family wealth transfer
- **CRD:** 7297553 (https://adviserinfo.sec.gov/individual/summary/7297553)
- **SEC registration:** Investment adviser representative in CT, TX
- **Exams passed:** Series 65 (2022)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.foundcapital.com

## Frequently asked questions

### Is Anna Case a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anna holds no broker registration, and Founders Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anna charge for financial advice?

Anna's firm, Founders Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Anna Case based?

Anna Case is based in Hartford, Connecticut.

### What does Anna specialize in?

Anna's specialties include family wealth transfer.

### What credentials does Anna Case hold?

Anna Case holds the CFP credential.

### Is Anna Case registered with the SEC?

Yes. Anna Case is registered as an investment adviser representative in CT and TX (CRD 7297553), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Founders Capital Management manage?

Founders Capital Management reports $920.3M across 538 accounts in assets under management.

### How do I contact Anna Case?

Through Anna's website, www.foundcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7297553): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://foundcapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.