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| Financial Advisory Corporation
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|---|---|
| CRD # | 105472 |
| SEC # | 801-33761 |
| CIK # | 0001539338, 0001910273, 0001552586, 0001632965 |
| AUM | $795.7 MM (2023-03-28) |
| Employees | 14 (93% Investors, 0% Brokers) |
| Phone | 616-235-5260 |
| Address | 4251 Cascade Road SE Grand Rapids, MI 49546 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 13.9 | |
| XOM | 385,508.3 | 2.3 | |
| BRP | 1,418.9 | 2.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 41.0 |
| (b) Individuals (high net worth individuals) | 124 | 410.2 |
| (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 | 9 | 31.3 |
| (h) Charitable organizations | 15 | 240.5 |
| (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 | 10 | 72.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,148 | 795.7 |
| By Discretionary | ||
| Discretionary | 1,148 | 795.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,148 | 795.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 795.7 | |
| Total | 1,148 | 795.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001539338] | |
| D | [0001552586] | |
| 13F-HR | [0001632965] | |
| 13F-NT | [0001632965] | |
| 13F-HR | [0001910273] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Shepherd Financial Partners LLC
✚
|
MA | 0.8 |
|
Park Piedmont Advisors LLC
✚
|
IL | 0.8 |
|
Lake Street Financial LLC
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|
IL | 0.8 |
|
Levy Wealth Management Group LLC
✚
|
PA | 0.8 |
|
Riverfront Investment Group LLC
✚
|
VA | 0.8 |
|
Passive Capital Management LLC
✚
|
NY | 0.8 |
|
Riverview Research LLC
✚
|
OH | 0.8 |
|
Hamilton Point Investment Advisors LLC
✚
|
NC | 0.8 |
|
Private Wealth Management Inc
✚
|
TN | 0.8 |
|
HH Capital Management Inc
✚
|
CA | 0.8 |