Data / Investment advisers / North Carolina / Fca Partners, LLC
Fca Partners, LLC, Charlotte, NC: $910 million AUM, SEC registered investment adviser
Fca Partners, LLC is an SEC registered investment adviser with its main office in Charlotte, North Carolina and reports $910 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include state and municipal governments. It is paid through a percentage of assets under management, performance based fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 322393
- SEC file number
- 801-129208
- SEC status
- Approved, effective December 15, 2023
- Main office
- 300 South Tryon Street Suite 420, Charlotte, NC 28202
- Phone
- (704) 972-2684
- Website
- fcapartners.com
- Regulatory AUM
- $910,335,087 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $910,335,087
- Accounts
- 1
- Employees
- 11, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 1 | $910.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $910.3 million | March 30, 2026 |
| December 1, 2025 | $741.2 million | November 10, 2025 |
Other advisers in Charlotte
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Laurel Wealth Advisors, LLC | Charlotte | $1.11 billion | Not listed | adviserinfo.sec.gov |
| Kian Capital Partners, LLC | Charlotte | $1.10 billion | 7 | adviserinfo.sec.gov |
| Providence Capital Advisors, LLC | Charlotte | $1.07 billion | Not listed | adviserinfo.sec.gov |
| Verum Partners LLC | Charlotte | $1.01 billion | Not listed | adviserinfo.sec.gov |
| First Tryon Advisors | Charlotte | $1.01 billion | Not listed | adviserinfo.sec.gov |
| Tannin Capital, LLC | Charlotte | $824.9 million | Not listed | adviserinfo.sec.gov |
| Strathmore Capital Advisors | Charlotte | $805 million | Not listed | adviserinfo.sec.gov |
| Hale Partnership Capital Management, LLC | Charlotte | $788.3 million | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Charlotte, NC
- Investment advisers in North Carolina
- Advisers with $500 million to $1 billion in AUM
- Advisers serving state and municipal governments
- Fca Partners, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.