FCI Advisors

RIASEC RegisteredEst. 1995

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$2.1M

Accounts

715

Employees

Advisory reps

Firm details

Headquarters: Overland Park, Kansas
CRD number: 106398
Registered since: January 12, 1995
Website: www.fciadvisors.com
Custodians: 5901 COLLEGE BOULEVARD SUITE 100, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM
Client types: Banking / Thrift Institutions36.06%
State / Municipal Government23.31%
Pension & Profit Sharing Plans11.78%
Pooled Investment Vehicles9.32%
Individuals8.36%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

FCI Advisors is a corporation operating as an institutional registered investment adviser, registered with the SEC since 1995. Its client base combines individuals and families with institutional investors; the firm charges fees as a percentage of assets under management and provides portfolio management for individuals, small businesses, investment companies, pooled vehicles, and other institutions. The firm is not identified as an active ESG investor. The firm does not position itself primarily as a capital allocator to external managers, but its activities include sponsoring and managing pooled investment vehicles and acting in roles tied to trust and insurance entities. Reported industry affiliations include trust companies, insurance companies, and pension consulting relationships.