FINANCIAL ADVISORY CORPORATION

RIASEC RegisteredEst. 1989

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$951K

Accounts

1,162

Employees

Advisory reps

Firm details

Headquarters: GRAND RAPIDS, Michigan
CRD number: 105472
Registered since: January 27, 1989
Website: facwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI48.33%
Charitable Organizations30.26%
Corporations / Businesses11.51%
Individuals5.84%
Pension & Profit Sharing Plans4.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Financial Advisory Corporation is an independent registered investment adviser operating since 1989 and owned by an individual principal. The firm serves both high-net-worth individuals and families as well as institutional and business clients, delivering financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Investment activity is centered on pooled public vehicles rather than concentrated single-stock bets or proprietary funds. The firm is not structured as a capital allocator — it does not run its own private funds — and it is not an active ESG investor. Financial Advisory Corporation was recognized on FA Magazine’s Top RIA Firms list in 2020.