FPC Investment Advisory Inc

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Assets, Funds, Holdings

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FPC Investment Advisory Inc
CRD #122728
SEC #801-112493
CIK #0002021217
AUM $225.3 MM (2024-05-17)
Employees 3 (100% Investors, 0% Brokers)
Phone707-795-0500
Address1465 North Mcdowell Blvd
Petaluma, CA 94954
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
2502001501005002005201120182025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 9.7
MSFT 1,918,222.4 0.3
EBAY 23,877.3 0.2
TSLA 723,390.3 0.2
SQ 38,081.1 0.2
AMZN 1,092,997.8 0.1
AVGO 201,282.9 0.1
IBIT 0.1
PYPL 83,170.4 0.1
NVDA 399,550.0 0.0
Holdings by Sector ($MM)
1209672482402023202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 89 36.0
(b) Individuals (high net worth individuals) 82 189.3
(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 171 225.3
By Discretionary
Discretionary 171 225.3
Non-Discretionary 0 0.0
Total 171 225.3
By Non-United States Persons
Non-United States Persons 0.6
United States Persons 224.7
Total 171 225.3
EDGAR Form CIK 2011 - 2024
13F-HR [0002021217]
Comparable Firms State AUM ($BB)
GPM Growth Investors Inc
MI 0.2
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WI 0.2
Treiberg Wealth Management Inc
AZ 0.2
OMC Financial Services Ltd
NY 0.2
NVNG Investments Inc
MI 0.2
Belvoir Wealth Management AG
0.2
MFA Wealth Services
CA 0.2
Axiom Advisory LLC
CA 0.2
Streeter Moore & Stipe LLC
OK 0.2
Proactive Wealth Strategies LLC
GA 0.2
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