Charles Joseph Minnich
Investment adviser representative at Foundation Capital Management, LLC
33 yearsExperience
1 stateRegistered in
$243.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
33 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Foundation Capital Management, IncOct 1993 to now
- Securities America, Inc.Sep 2020 to Jun 2024
- The Marshall Financial Group LLCNov 2019 to Oct 2020
- Securities Service Network, Inc.Jan 2007 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (PA).
Foundation Capital Management, LLC
$243.8MAssets managed
595Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1991467
- Firm CRD
- 142659