DBA: FCI ADVISORS
| Total AUM | $1.47B |
| Discretionary | $1.46B100% of AUM |
| Non-Discretionary | $5.4M |
| Client Accounts | 715 |
| Avg Account Size | $2.1M |
| Employees | 22 |
| Peak AUM | $17.03BMar 2025 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.5B | 91.4% | 51.5% | 34.7% | |
| Discretionary AUM | |||||
| Total AUM | $1.47B |
| Discretionary | $1.46B |
| Employees | 22 |
| Client Accounts | 715 |
Address
5901 COLLEGE BOULEVARD
OVERLAND PARK KS 66211
Phone
913-663-0680
Filing History
82 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.5B
99.6% of AUM
Non-Discretionary
$5M
0.4% of AUM
Disc. mix ▲ 7.5pp vs 1 year ago
Custody
| -1.3% /yrover 25 yrs · 82 filings |
Total AUM
$1.5B
| $1.5B |
| 90.7% |
| 49.9% |
| 33.6% |
| Non-Disc. AUM | $5M | 99.6% | 83.4% | 65.4% |
| Total Accounts | 715 | 95.4% | 62.7% | 43.8% |
| Avg Account Size | $2M | +89.4% | +30.3% | +16.1% |
| Employees | 22 | 68.6% | 31.0% | 19.5% |
| AUM / Employee | $67M | 72.5% | 29.6% | 18.9% |
Client AUM Segments | |||||
| Wealth AUM | $155M | 97.9% | 68.8% | 50.0% | |
| Institutional AUM | $635M | 78.0% | 35.5% | 23.4% | |
| Fund / Pooled AUM | $150M | +9.3% | +6.1% | +1.3% | |
Client Count Segments | |||||
| HNW Clients | 433 | 87.6% | 49.8% | 32.8% | |
| Institutional | 63 | 82.5% | 44.1% | 28.6% | |
| Pooled / Fund | 2 | 0.0% | 0.0% | 0.0% | |
| Individuals | 16 | 98.9% | 75.5% | 56.7% | |