FCI ADVISORS
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
FINTRXOverview
FCI Advisors is a fee-based registered investment adviser organized as a corporation and operating since 1995. The firm provides portfolio management across individual and family clients as well as institutional accounts, charging a percentage-of-AUM fee. Its advisory remit spans separately managed accounts, investment companies, pooled vehicles and institutional/business portfolios, and its filings indicate the firm can serve as sponsor, general partner or managing member of pooled investment vehicles. FCI Advisors does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds62%
- US Government Bonds34%
- Cash & Cash Equivalents3%
- Public Funds/Mutual Funds1%
Owners & executives
3 of 3WILLIAM KOEHLER
President, CEOCRD 2728319
AMY SCHAFF
Senior Vice President & Chief Compliance OfficerCRD 5116667
GARY CLOUD
Co-Chief Investment OfficerCRD 1106183
Contacts
3 of 12ALFRED HAGEMANN
DirectorCRD 4743343
BRADLEY BERGMAN
DirectorCRD 4356580
JAMES BRAUNSDORF
Vice President & Portfolio ManagerCRD 5392924
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$70.9M in ETFs
100%
$70.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $53.6M | 82,131 | 75.63% |
Location
OVERLAND PARK, KS
JOHNSON
Location
OVERLAND PARK, KS
Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JOHNSON
- Address
- 5901 College Blvd
- Time zone
- CT (UTC-6)
- Office locations
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