Managing Director / Trustee (grant E. Buce Family Trust) · Founders Capital Management Inc
Will R. Oliver
CRD 7041173 · Named on Form ADV at one SEC-registered adviser
At a glance
Founders Capital Management Inc, an SEC-registered wealth manager based in Houston, TX with $282 million in regulatory assets, lists Will R. Oliver on its Form ADV as Managing Director / Trustee (grant E. Buce Family Trust), a control person.
Firms and roles
- Founders Capital Management IncManaging Director / Trustee (grant E. Buce Family Trust)Wealth manager · Houston, TX · $282M in regulatory assets
AtlasMembers
Will’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Lucinda P. BuceTrustee (grant E. Buce Family Trust), Founders Capital Management Inc
- James L. WalterPresident / Chief Compliance Officer, Founders Capital Management Inc
- Melissa K. BuceTrustee (grant E. Buce Family Trust), Founders Capital Management Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Will’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.