Fpc Investment Advisory, Inc.
Fpc Investment Advisory, Inc. is an SEC-registered wealth manager in Petaluma, CA with $364.6M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Fpc Investment Advisory, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122728, SEC 801-112493, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $364.6M (2026-03-09)
- Firm type
- Wealth Manager
- Location
- Petaluma, CA
- Employees
- 5
- Clients
- 162
- CRD
- 122728
- Ownership
- MCCARTHY, BLAIR, MASON; KEENE, SANDRA, BASEMAN; BASEMAN, SANDRA, LIBBIE; GOLKAR, BIJAN; Schalch, Tyler, Louis
How much AUM does Fpc Investment Advisory, Inc. have?
Fpc Investment Advisory, Inc. reported $364.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Fpc Investment Advisory, Inc.?
Disclosed owners and executives of Fpc Investment Advisory, Inc. include MCCARTHY, BLAIR, MASON, KEENE, SANDRA, BASEMAN, BASEMAN, SANDRA, LIBBIE, GOLKAR, BIJAN, Schalch, Tyler, Louis. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.