FCA Corp

RIASEC Registered

Total AUM

$623M

Discretionary

$494M

79% of AUM

Avg account

$1.1M

Accounts

563

Employees

17

Advisory reps

13

Firm details

Headquarters: Houston, Texas
CRD number: 110658
Registered since: January 13, 1984
Website: fcacorp.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.74%
Pooled Investment Vehicles17.77%
Investment Companies9.46%
Individuals5.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

FCA Corp is an independent RIA registered with the SEC in 1984. It serves individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals, businesses, investment companies, pooled vehicles, and institutions. Its fees may be based on assets under management, hourly charges, or fixed fees. The firm is affiliated with a law firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds51%
Exchange Traded Equities30%
US Government Bonds7%
Cash & Cash Equivalents6%
State & Local Bonds4%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 79

Active vs passive

$251M in ETFs

Passive

97%

$243M

Active

2%

$8M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT)	Vanguard	Passive	Technology	$21.8M	173,461	8.67%

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Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area: Houston-The Woodlands, TX
Region: South
County: Harris
Address: 791 Town Country Blvd
Time zone: CT (UTC-6)
Office locations

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