FCA Partners, LLC

RIASEC RegisteredEst. 2023

Total AUM

$910M

Discretionary

$910M

100% of AUM

Avg account

$910M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 322393
Registered since: December 15, 2023
Website: www.fcapartners.com
Custodians: MMAC-FCA TWO, LLC, BRONX APARTMENT PORTFOLIO LLC., HILLTOP FCA VANTAGE JV, LLC
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: State / Municipal Government100%
Services: Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

FCA Partners, LLC is an SEC-registered institutional RIA organized as a limited liability company. The firm lists an individual owner and serves institutional clients, focusing on portfolio management for businesses or institutions while also operating as a real estate broker. FCA Partners reports fee arrangements that include a percentage-of-AUM structure, performance-based fees and other fee arrangements. The firm does not present itself as a capital allocator, is not flagged as an active ESG investor, and is not designated a multi-state adviser.