FCA CORP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $623.1M |
| Discretionary | $494.2M79% of AUM |
| Non-Discretionary | $128.9M |
| Client Accounts | 563 |
| Avg Account Size | $1.1M |
| Employees | 17 |
| Peak AUM | $645.7MJun 2006 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $623M | +18.5% | +16.4% | +6.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $623.1M |
| Discretionary | $494.2M |
| Employees | 17 |
| Client Accounts | 563 |
| Client Range | 101-250 |
Contact & Location
Address
791 TOWN & COUNTRY BLVD.
HOUSTON TX 77024-3925
Phone
713-781-2856
Filing History
44 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$494M
79.3% of AUM
Non-Discretionary
$129M
20.7% of AUM
Disc. mix ▼ 9.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Structure
No related registrations reported