|
⚲
|
| Keyboard |
| FPF FA LLC
✚
|
|
|---|---|
| CRD # | 311329 |
| SEC # | 801-129454 |
| CIK # | |
| AUM | 181.3 M (2026-01-05) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 704-803-5585 |
| Address | 211 East Blvd Charlotte, NC 28203 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 22.9 |
| (b) Individuals (high net worth individuals) | 48 | 90.1 |
| (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 | 17 | 67.4 |
| (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 | 1 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 387 | 181.3 |
| By Discretionary | ||
| Discretionary | 370 | 113.9 |
| Non-Discretionary | 17 | 67.4 |
| Total | 387 | 181.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.3 | |
| Total | 387 | 181.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Freestate Advisors LLC
✚
|
KS | 181.8 M |
|
Dark Horse Advisors LLC
✚
|
181.7 M | |
|
Financial Partners LLC
✚
|
NM | 181.7 M |
|
Cannon Advisors Inc
✚
|
NC | 181.6 M |
|
Lakeshore Capital Group Inc
✚
|
IL | 181.5 M |
|
Murphy Clarke Williams & Stone LLC
✚
|
FL | 181.2 M |
|
Crews & Associates Inc
✚
|
AR | 181.1 M |
|
Cole Wealth Management LLC
✚
|
AZ | 181.1 M |
|
Atmos Advisory LLC
✚
|
PA | 180.9 M |
|
CornerStone Investment Advisors LLC
✚
|
CO | 180.8 M |