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FLC CAPITAL ADVISORS

PALM DESERT, CA · CRD 111822 · IAPD ↗ · flccapital.com · 760-779-8110

$822.2MRegulatory AUM
5Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2024 — FLC CAPITAL ADVISORS notice-filed in NV, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — FLC CAPITAL ADVISORS reported RAUM up 25% ($519.0M -> $651.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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