FCI Advisors

RIASEC Registered

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 corporate, institutional registered investment adviser that has been SEC-registered since 1995. The firm manages portfolios for both individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Its advisory services cover portfolio management for individuals and small businesses, investment companies, pooled investment vehicles and business/institutional accounts. FCI Advisors reports it is not an active ESG investor and lists industry affiliations that include relationships with trust companies, insurance companies, pension consulting services and sponsor/GP or managing-member roles for pooled vehicles.