RIA Intelligence

FPC INVESTMENT ADVISORY, INC.

CRD #122728 SEC #801-112493 PETALUMA, CA (707) 795-0500
SEC Registered
Total AUM
$364.6M
Discretionary
$364.6M
Employees
5
Clients
0
Accounts
753

AUM Over Time

DateNov 2025
Total AUM$364.6M
Discretionary$364.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2025
Total AUM$297.2M
Discretionary$297.2M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$297.2M
Discretionary$297.2M
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$225.3M
Discretionary$225.3M
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$225.3M
Discretionary$225.3M
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$225.3M
Discretionary$225.3M
Non-Disc.$0
Employees3
Clients0
DateDec 2022
Total AUM$167.9M
Discretionary$167.9M
Non-Disc.$0
Employees4
Clients1
DateDec 2022
Total AUM$167.9M
Discretionary$167.9M
Non-Disc.$0
Employees4
Clients1
DateMay 2022
Total AUM$208.9M
Discretionary$208.9M
Non-Disc.$0
Employees4
Clients2
DateFeb 2022
Total AUM$208.9M
Discretionary$208.9M
Non-Disc.$0
Employees4
Clients2
DateOct 2021
Total AUM$202.2M
Discretionary$202.2M
Non-Disc.$0
Employees5
Clients2
DateDec 2020
Total AUM$163.6M
Discretionary$163.6M
Non-Disc.$0
Employees5
Clients17
DateDec 2020
Total AUM$163.6M
Discretionary$163.6M
Non-Disc.$0
Employees5
Clients17
DateMay 2020
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees4
Clients7
DateDec 2019
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees4
Clients7
DateDec 2018
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees4
Clients20
DateJul 2018
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees4
Clients10
DateJan 2018
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees4
Clients0
DateApr 2012
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$44.5M
Discretionary$44.5M
Non-Disc.$0
Employees1
Clients26
DateDec 2011
Total AUM$44.5M
Discretionary$44.5M
Non-Disc.$0
Employees1
Clients26
DateDec 2011
Total AUM$44.5M
Discretionary$44.5M
Non-Disc.$0
Employees1
Clients26
DateDec 2010
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$38.1M
Discretionary$38.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$43.9M
Discretionary$43.9M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$43.9M
Discretionary$43.9M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees5
Clients--