Patrick Terrion
Founders Capital Management · Hartford, Connecticut
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.
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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 |
| SEC registration | Investment adviser representative in CT, TX · CRD 2997848 |
| Exams passed | Series 65 (1997) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.foundcapital.com |
| Profile |
How Patrick'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 Patrick
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.
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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