FLC CAPITAL ADVISORS
CRD #111822 SEC #801-77600 PALM DESERT, CA 760-779-8110
SEC Registered
Total AUM
$709.9M
Discretionary
$701.9M
Employees
9
Clients
0
Accounts
791
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $709.9M | $701.9M | $8M | 9 | 0 |
| Jun 2024 | $651.1M | $644.6M | $6.5M | 10 | 0 |
| Mar 2024 | $651.1M | $644.6M | $6.5M | 10 | 0 |
| Mar 2023 | $519M | $512.1M | $6.9M | 9 | 0 |
| Mar 2023 | $519M | $512.1M | $6.9M | 9 | 0 |
| Mar 2022 | $520.8M | $513.1M | $7.7M | 8 | 0 |
| Sep 2021 | $459M | $451.6M | $7.4M | 7 | 0 |
| Apr 2021 | $459M | $451.6M | $7.4M | 7 | 0 |
| Mar 2021 | $459M | $451.6M | $7.4M | 7 | 0 |
| Feb 2021 | $459M | $451.6M | $7.4M | 7 | 0 |
| Jul 2020 | $410.5M | $404.6M | $5.9M | 7 | 0 |
| May 2020 | $410.5M | $404.6M | $5.9M | 7 | 0 |
| Mar 2020 | $410.5M | $404.6M | $5.9M | 7 | 0 |
| Mar 2019 | $322.4M | $316.7M | $5.7M | 6 | 0 |
| Mar 2018 | $306.1M | $300.4M | $5.7M | 6 | 0 |
| Nov 2017 | $300.9M | $295.4M | $5.4M | 7 | 0 |
| Mar 2017 | $238.2M | $238.2M | $0 | 7 | 100 |
| Feb 2017 | $238.2M | $238.2M | $0 | 7 | 100 |
| Feb 2016 | $210.9M | $210.9M | $0 | 7 | 100 |
| Apr 2015 | $202.8M | $202.8M | $0 | 7 | 100 |
| Jan 2015 | $202.8M | $202.8M | $0 | 7 | 100 |
| Oct 2014 | $162.7M | $162.7M | $0 | 7 | 100 |
| Feb 2014 | $162.7M | $162.7M | $0 | 7 | 100 |
| Jan 2013 | $111.8M | $111.8M | $0 | 6 | 100 |
| Jan 2008 | $6.1M | $6.1M | $0 | 10 | -- |
| Oct 2007 | $6.1M | $6.1M | $0 | 10 | -- |
| Mar 2007 | $6.1M | $6.1M | $0 | 10 | -- |
| Feb 2007 | $6.1M | $6.1M | $0 | 10 | -- |
| Feb 2006 | $30.3M | $30.3M | $0 | 10 | -- |
| Jan 2005 | $40.4M | $40.4M | $0 | 5 | -- |
| Jan 2005 | $40.4M | $40.4M | $0 | 5 | -- |
| Nov 2003 | $54.4M | $23.9M | $30.5M | 5 | -- |
DateJan 2025
Total AUM$709.9M
Discretionary$701.9M
Non-Disc.$8M
Employees9
Clients0
DateJun 2024
Total AUM$651.1M
Discretionary$644.6M
Non-Disc.$6.5M
Employees10
Clients0
DateMar 2024
Total AUM$651.1M
Discretionary$644.6M
Non-Disc.$6.5M
Employees10
Clients0
DateMar 2023
Total AUM$519M
Discretionary$512.1M
Non-Disc.$6.9M
Employees9
Clients0
DateMar 2023
Total AUM$519M
Discretionary$512.1M
Non-Disc.$6.9M
Employees9
Clients0
DateMar 2022
Total AUM$520.8M
Discretionary$513.1M
Non-Disc.$7.7M
Employees8
Clients0
DateSep 2021
Total AUM$459M
Discretionary$451.6M
Non-Disc.$7.4M
Employees7
Clients0
DateApr 2021
Total AUM$459M
Discretionary$451.6M
Non-Disc.$7.4M
Employees7
Clients0
DateMar 2021
Total AUM$459M
Discretionary$451.6M
Non-Disc.$7.4M
Employees7
Clients0
DateFeb 2021
Total AUM$459M
Discretionary$451.6M
Non-Disc.$7.4M
Employees7
Clients0
DateJul 2020
Total AUM$410.5M
Discretionary$404.6M
Non-Disc.$5.9M
Employees7
Clients0
DateMay 2020
Total AUM$410.5M
Discretionary$404.6M
Non-Disc.$5.9M
Employees7
Clients0
DateMar 2020
Total AUM$410.5M
Discretionary$404.6M
Non-Disc.$5.9M
Employees7
Clients0
DateMar 2019
Total AUM$322.4M
Discretionary$316.7M
Non-Disc.$5.7M
Employees6
Clients0
DateMar 2018
Total AUM$306.1M
Discretionary$300.4M
Non-Disc.$5.7M
Employees6
Clients0
DateNov 2017
Total AUM$300.9M
Discretionary$295.4M
Non-Disc.$5.4M
Employees7
Clients0
DateMar 2017
Total AUM$238.2M
Discretionary$238.2M
Non-Disc.$0
Employees7
Clients100
DateFeb 2017
Total AUM$238.2M
Discretionary$238.2M
Non-Disc.$0
Employees7
Clients100
DateFeb 2016
Total AUM$210.9M
Discretionary$210.9M
Non-Disc.$0
Employees7
Clients100
DateApr 2015
Total AUM$202.8M
Discretionary$202.8M
Non-Disc.$0
Employees7
Clients100
DateJan 2015
Total AUM$202.8M
Discretionary$202.8M
Non-Disc.$0
Employees7
Clients100
DateOct 2014
Total AUM$162.7M
Discretionary$162.7M
Non-Disc.$0
Employees7
Clients100
DateFeb 2014
Total AUM$162.7M
Discretionary$162.7M
Non-Disc.$0
Employees7
Clients100
DateJan 2013
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees6
Clients100
DateJan 2008
Total AUM$6.1M
Discretionary$6.1M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$6.1M
Discretionary$6.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$6.1M
Discretionary$6.1M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$6.1M
Discretionary$6.1M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$40.4M
Discretionary$40.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$40.4M
Discretionary$40.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$54.4M
Discretionary$23.9M
Non-Disc.$30.5M
Employees5
Clients--