Ted Terrion
Founders Capital Management · Hartford, Connecticut
Ted Terrion is a fee-only financial advisor at Founders Capital Management in Hartford, Connecticut, who holds the CFP credential. Ted 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 6876518 |
| Exams passed | Series 65 (2017) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.foundcapital.com |
How Ted'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 Ted
Is Ted Terrion a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ted 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 Ted charge for financial advice?
Ted's firm, Founders Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Ted Terrion based?
Ted Terrion is based in Hartford, Connecticut.
What does Ted specialize in?
Ted's specialties include family wealth transfer.
What credentials does Ted Terrion hold?
Ted Terrion holds the CFP credential.
Is Ted Terrion registered with the SEC?
Yes. Ted Terrion is registered as an investment adviser representative in CT and TX (CRD 6876518), 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 Ted Terrion?
Through Ted'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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