Data / Investment advisers / North Carolina / Front Porch Financial Advisory
Front Porch Financial Advisory, Charlotte, NC: $181 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Front Porch Financial Advisory is an SEC registered investment adviser with its main office in Charlotte, North Carolina and reports $181 million in regulatory assets under management in its Form ADV filed January 5, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 311329
- SEC file number
- 801-129454
- SEC status
- Approved, effective February 5, 2024
- Legal name
- FPF FA L.L.C.
- Main office
- 211 East Blvd., Charlotte, NC 28203
- Phone
- (704) 803-5585
- Website
- frontporchfa.com
- Regulatory AUM
- $181,283,949 in the Form ADV filed January 5, 2026
- Discretionary AUM
- $113,899,379
- Non discretionary AUM
- $67,384,570
- Accounts
- 387
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 5, 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 |
|---|---|---|
| High net worth individuals | 48 | $90.1 million |
| Pension and profit sharing plans | 17 | $67.4 million |
| Individuals (other than high net worth individuals) | 66 | $22.9 million |
| Corporations or other businesses | 1 | $915,052 |
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 |
|---|---|---|
| February 2, 2026 | $181.3 million | January 5, 2026 |
| December 1, 2025 | $143.7 million | July 30, 2025 |
Other advisers in Charlotte
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Portus Wealth Advisors, LLC | Charlotte | $204.1 million | 1 | adviserinfo.sec.gov |
| IA Network, LLC | Charlotte | $199.5 million | Not listed | adviserinfo.sec.gov |
| Greenway Wealth Advisors, LLC | Charlotte | $184.5 million | Not listed | adviserinfo.sec.gov |
| Clearview Wealth Management | Charlotte | $182.4 million | Not listed | adviserinfo.sec.gov |
| Cannon Advisors | Charlotte | $181.6 million | Not listed | adviserinfo.sec.gov |
| Dolan Capital Advisors, LLC | Charlotte | $179.1 million | Not listed | adviserinfo.sec.gov |
| Investor Advisory Group | Charlotte | $172.1 million | Not listed | adviserinfo.sec.gov |
| Hayden Harper Wealth Advisory, LLC | Charlotte | $171.1 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Charlotte, NC
- Investment advisers in North Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Front Porch Financial Advisory on the SEC's adviser search
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.