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FINANCIAL ADVISORY CORPORATION

GRAND RAPIDS, MI · CRD 105472 · IAPD ↗ · facwealth.com · 616-235-5260

$1.10BRegulatory AUM
14Advisory reps
14Employees
5Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — FINANCIAL ADVISORY CORPORATION reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
March 2026 — FINANCIAL ADVISORY CORPORATION crossed $1B in regulatory AUM ($971.8M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.