SourcingSourcing

FOUNDER ETFS LLC

C38
CRD 335174·SEC 801-134202·DALLAS, TX
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FOUNDER ETFS LLC
CRD
335174
SEC file #
801-134202
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Investment Companies1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
08/26/2025
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MONAGHAN, MICHAEL, CONNOLLY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MONAGHAN, MICHAEL, CONNOLLY
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5812
Soi Zip Pct 200k Plus
0.416
Soi Zip Returns 200k Plus
4,480
Soi Zip Total AGI
7,842,520
Fdic Zip Total Deposits
81,894,669,000
Fdic Zip Branch Count
534
Fdic Zip Top Banks
Bank of America, National Association
Tolleson Private Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
First National Bank of Park CitiesDallas, TX
First National Bank of Park CitiesDallas, TX
Fdic Zip HHI
926.06
Fdic Zip Top Bank Share Pct
22.53
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI15,871
Returns1,580
Stub 2
AGI38,291
Returns1,030
Stub 3
AGI65,890
Returns1,050
Soi Zip Total Business Income
251,540
Soi Zip Total Cap Gains
2,363,373
Soi Zip Total Dividends
592,941
Soi Zip Total Returns
10,770
Top Owner CRD
3100956
Trust Company Affiliate
No

People (1)

1
MONAGHAN, MICHAEL, CONNOLLY
Direct Owner · 87.5%
3100956