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FPC INVESTMENT ADVISORY, INC.

PETALUMA, CA · CRD 122728 · IAPD ↗ · fpcwealth.com · (707) 795-0500

$364.6MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
December 2025 — FPC INVESTMENT ADVISORY, INC. changed its website from fpcinvestmentadvisory.com to fpcwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
64
December 2024 — FPC INVESTMENT ADVISORY, INC. reported RAUM up 32% ($225.3M -> $297.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
December 2024 — FPC INVESTMENT ADVISORY, INC. reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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