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FCP

CHEVY CHASE, MD · CRD 161468 · IAPD ↗ · 240-395-2000

$3.48BRegulatory AUM
28Advisory reps
75Employees
0Clients
n/aPlanning clients
7Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
June 2026 — FCP filed an Item 4A succession naming FCP (CRD 161468) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
40
April 2024 — FCP shrank from 38 to 33 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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