# Patrick Terrion

> Patrick Terrion is a fee-only financial advisor at Founders Capital Management in Hartford, Connecticut. Patrick focuses on family wealth transfer. Founders Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/patrick-terrion/
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
- **Specialties:** Family wealth transfer
- **CRD:** 2997848 (https://adviserinfo.sec.gov/individual/summary/2997848)
- **SEC registration:** Investment adviser representative in CT, TX
- **Exams passed:** Series 65 (1997)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.foundcapital.com

## Frequently asked questions

### Is Patrick Terrion a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Patrick 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 Patrick charge for financial advice?

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

### Where is Patrick Terrion based?

Patrick Terrion is based in Hartford, Connecticut.

### What does Patrick specialize in?

Patrick's specialties include family wealth transfer.

### Is Patrick Terrion registered with the SEC?

Yes. Patrick Terrion is registered as an investment adviser representative in CT and TX (CRD 2997848), 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 Patrick Terrion?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2997848): 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.