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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| FLC Capital Advisors
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| CRD # | 111822 |
| SEC # | 801-77600 |
| CIK # | 0001713697 |
| AUM | $709.9 M (2025-01-17) |
| Employees | 9 (44% Investors, 56% Brokers) |
| Phone | 760-779-8110 |
| Address | 44750 Village Court Palm Desert, CA 92260 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.1 | ||
| Microsoft Corp | 10.1 | ||
| International Business Machines Corp | 8.0 | ||
| Chevron Corp | 6.8 | ||
| Merck & Co Inc | 6.7 | ||
| Amazon Com Inc | 6.3 | ||
| Facebook Inc | 6.0 | ||
| Nvidia Corp | 5.4 | ||
| Alphabet Inc | 4.9 | ||
| J P Morgan Chase & Co | 4.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 80.9 |
| (b) Individuals (high net worth individuals) | 189 | 619.9 |
| (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 | 5 | 6.6 |
| (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 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 791 | 709.9 |
| By Discretionary | ||
| Discretionary | 785 | 701.9 |
| Non-Discretionary | 6 | 8.0 |
| Total | 791 | 709.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 709.9 | |
| Total | 791 | 709.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001713697] |
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|---|---|---|
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Market Street Wealth Management Advisors LLC
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IN | 0.7 |
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Granite Group Advisors LLC
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CT | 0.7 |
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North Berkeley Wealth Management LLC
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CA | 0.7 |
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BNC Wealth Management LLC
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OR | 0.7 |
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The Capital Management Corporation
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VA | 0.7 |
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AM Investment Strategies LLC
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TN | 0.7 |
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RiversEdge Advisors LLC
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DE | 0.7 |
|
Aegis Wealth Management LLC
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|
MD | 0.7 |
|
Global View Capital Management LLC
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|
WI | 0.7 |
|
Fuller Wealth Management LLC
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TX | 0.7 |