Overview
Assets Under Management: $710 million
Headquarters: PALM DESERT, CA
High-Net-Worth Clients: 189
Average Client Assets: $3 million
Frequently Asked Questions
FLC CAPITAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111822), FLC CAPITAL ADVISORS is subject to fiduciary duty under federal law.
FLC CAPITAL ADVISORS is headquartered in PALM DESERT, CA.
FLC CAPITAL ADVISORS serves 189 high-net-worth clients according to their SEC filing dated January 17, 2025. View client details ↓
According to their SEC Form ADV, FLC CAPITAL ADVISORS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FLC CAPITAL ADVISORS manages $710 million in client assets according to their SEC filing dated January 17, 2025.
According to their SEC Form ADV, FLC CAPITAL ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 189
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.32
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 791
Discretionary Accounts: 785
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 111822
Last Filing Date: 2025-01-17 00:00:00
Website: https://flccapital.com