FLC CAPITAL ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $822.2M |
| Discretionary | $811.5M99% of AUM |
| Non-Discretionary | $10.6M |
| Client Accounts | 821 |
| Avg Account Size | $1.0M |
| Employees | 9 |
| Peak AUM | $822.2MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $822M | +15.8% | +16.1% | +12.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $822.2M |
| Discretionary | $811.5M |
| Employees | 9 |
| Client Accounts | 821 |
| Client Range | 0 |
Contact & Location
Address
44750 VILLAGE COURT
PALM DESERT CA 92260
Phone
760-779-8110
Filing History
41 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$812M
98.7% of AUM
Non-Discretionary
$11M
1.3% of AUM
Disc. mix ▼ 0.2pp 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
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
Insurance Company