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FCA PARTNERS, LLC

CHARLOTTE, NC · CRD 322393 · IAPD ↗ · fcapartners.com · 704-972-2684

$910.3MRegulatory AUM
6Advisory reps
11Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
December 2025 — FCA PARTNERS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
43
December 2025 — FCA PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — FCA PARTNERS, LLC reported RAUM up 40% ($530.0M -> $741.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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