Anna Case
Founders Capital Management · Hartford, Connecticut
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.
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Specialties
Facts
| Firm | Founders Capital Management |
|---|---|
| Based in | Hartford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $920.3M across 538 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, TX · CRD 7297553 |
| Exams passed | Series 65 (2022) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.foundcapital.com |
| Profile |
How Anna's firm compares
- Founders Capital Management's average account is about $1.7 million, from its Form ADV (assets managed divided by 538 accounts).
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Questions about Anna
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Founders Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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