FC Advisory LLC

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Assets, Funds, Holdings

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FC Advisory LLC
CRD #170478
SEC #801-81042
CIK #0001683754
AUM 397.3 M (2026-03-18)
Employees 7 (71% Investors, 0% Brokers)
Phone484-887-0452
Address940 E Boot Rd
West Chester, PA 19380
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
4003202401608002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 172 112.5
(b) Individuals (high net worth individuals) 81 284.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 774 397.3
By Discretionary
Discretionary 773 397.2
Non-Discretionary 1 0.1
Total 774 397.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 397.3
Total 774 397.3
EDGAR Form CIK 2011 - 2026
13F-HR [0001683754]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients10
ServesRetail
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Red Wave Investments LLC
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Family Wealth Advisory Group LLC
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