Overview
Assets Under Management: $181 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 48
Average Client Assets: $1.9 million
Frequently Asked Questions
FRONT PORCH FINANCIAL ADVISORY 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 #311329), FRONT PORCH FINANCIAL ADVISORY is subject to fiduciary duty under federal law.
FRONT PORCH FINANCIAL ADVISORY is headquartered in CHARLOTTE, NC.
FRONT PORCH FINANCIAL ADVISORY serves 48 high-net-worth clients according to their SEC filing dated January 05, 2026. View client details ↓
According to their SEC Form ADV, FRONT PORCH FINANCIAL ADVISORY offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FRONT PORCH FINANCIAL ADVISORY manages $181 million in client assets according to their SEC filing dated January 05, 2026.
According to their SEC Form ADV, FRONT PORCH FINANCIAL ADVISORY serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.71%
Average Client Assets: $1.9 million
Total Client Accounts: 387
Discretionary Accounts: 370
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 311329
Filing ID: 2036974
Last Filing Date: 2026-01-05 09:17:29