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| FLC Capital Advisors
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|---|---|
| CRD # | 111822 |
| SEC # | 801-77600 |
| CIK # | 0001713697 |
| AUM | 822.2 M (2026-04-03) |
| Employees | 9 (56% Investors, 44% Brokers) |
| Phone | 760-779-8110 |
| Address | 44750 Village Court Palm Desert, CA 92260 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001713697 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 23.1 | ||
| Alphabet Inc | 13.2 | ||
| Merck & Co Inc | 11.1 | ||
| Amazon Com Inc | 9.1 | ||
| Microsoft Corp | 8.1 | ||
| International Business Machines Corp | 7.9 | ||
| Alphabet Inc | 7.6 | ||
| Nvidia Corp | 7.4 | ||
| Caterpillar Inc | 7.3 | ||
| Chevron Corp | 7.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 5.9 | ||
| J P Morgan Chase & Co | 5.3 | ||
| Palo Alto Networks Inc | 4.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 134.3 |
| (b) Individuals (high net worth individuals) | 184 | 679.5 |
| (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 | 7.4 |
| (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 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 821 | 822.2 |
| By Discretionary | ||
| Discretionary | 814 | 811.5 |
| Non-Discretionary | 7 | 10.6 |
| Total | 821 | 822.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 822.2 | |
| Total | 821 | 822.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001713697] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| LEI | 0071625848 |
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|---|---|---|
|
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CA | 820.6 M |
|
FSA Wealth Partners Inc
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MD | 819.7 M |
|
Advisors Management Group Inc
✚
|
WI | 819.6 M |