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| FPC Investment Advisory Inc
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|---|---|
| CRD # | 122728 |
| SEC # | 801-112493 |
| CIK # | 0002021217 |
| AUM | 364.6 M (2026-03-09) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 707-795-0500 |
| Address | 1465 North Mcdowell Blvd Petaluma, CA 94954 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002021217 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.1 | ||
| Alphabet Inc | 3.0 | ||
| Nvidia Corp | 2.9 | ||
| Broadcom Inc | 2.1 | ||
| Microsoft Corp | 0.6 | ||
| Facebook Inc | 0.5 | ||
| Amazon Com Inc | 0.4 | ||
| AbbVie Inc | 0.4 | ||
| Citigroup Inc | 0.3 | ||
| Alphabet Inc | 0.2 | ||
| BP PLC | 0.2 | ||
| Patterson UTI Energy Inc | 0.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 82.0 |
| (b) Individuals (high net worth individuals) | 92 | 282.6 |
| (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 | 753 | 364.6 |
| By Discretionary | ||
| Discretionary | 753 | 364.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 753 | 364.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 364.6 | |
| Total | 753 | 364.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002021217] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
T Anton Investment House Inc
✚
|
WI | 366.6 M |
|
Shira Ridge Wealth Management
✚
|
CA | 366.4 M |
|
Royal Oak Financial Group
✚
|
OH | 366.0 M |
|
Prairiewood Capital LLC
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|
ND | 365.4 M |
|
TL Private Wealth LLC
✚
|
TX | 364.5 M |
|
Synergy Financial Group Ltd
✚
|
364.2 M | |
|
Solitude Financial Services Inc
✚
|
VA | 363.5 M |
|
Crestmont Private Wealth LLC
✚
|
TX | 363.0 M |
|
Pace Financial Advisors Inc
✚
|
OR | 362.1 M |
|
Briggs Wealth Management Inc
✚
|
CT | 362.0 M |