FC ADVISORY, LLC
Legal name: FINANCIAL COACH
CRD #170478 SEC #801-81042 WEST CHESTER, PA 484-887-0452
SEC Registered
Total AUM
$346.8M
Discretionary
$346.8M
Employees
7
Clients
101
Accounts
717
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $346.8M | $346.8M | $0 | 7 | 15 |
| Feb 2024 | $300.8M | $300.8M | $0 | 7 | 5 |
| Mar 2023 | $239.5M | $239.5M | $0 | 7 | 6 |
| Mar 2022 | $269M | $269M | $0 | 7 | 14 |
| Jan 2021 | $223M | $223M | $0 | 7 | 5 |
| Jun 2020 | $191.7M | $191.7M | $0 | 7 | 11 |
| Mar 2020 | $191.7M | $191.7M | $0 | 7 | 11 |
| Apr 2019 | $174.4M | $174.4M | $0 | 7 | 3 |
| Mar 2018 | $174.1M | $174.1M | $0 | 7 | 1 |
| Mar 2017 | $148M | $148M | $0 | 7 | 200 |
| May 2016 | $135M | $135M | $0 | 4 | 182 |
| Apr 2016 | $135M | $135M | $0 | 4 | 182 |
| Mar 2016 | $168.7M | $127M | $41.7M | 4 | 182 |
| Feb 2016 | $175M | $130M | $45M | 4 | 200 |
| Nov 2015 | $175M | $130M | $45M | 3 | 200 |
| Jun 2015 | $175M | $130M | $45M | 4 | 200 |
| Apr 2015 | $175M | $130M | $45M | 4 | 200 |
| Feb 2015 | $175M | $130M | $45M | 4 | 200 |
| Feb 2015 | $175M | $130M | $45M | 4 | 200 |
DateJan 2025
Total AUM$346.8M
Discretionary$346.8M
Non-Disc.$0
Employees7
Clients15
DateFeb 2024
Total AUM$300.8M
Discretionary$300.8M
Non-Disc.$0
Employees7
Clients5
DateMar 2023
Total AUM$239.5M
Discretionary$239.5M
Non-Disc.$0
Employees7
Clients6
DateMar 2022
Total AUM$269M
Discretionary$269M
Non-Disc.$0
Employees7
Clients14
DateJan 2021
Total AUM$223M
Discretionary$223M
Non-Disc.$0
Employees7
Clients5
DateJun 2020
Total AUM$191.7M
Discretionary$191.7M
Non-Disc.$0
Employees7
Clients11
DateMar 2020
Total AUM$191.7M
Discretionary$191.7M
Non-Disc.$0
Employees7
Clients11
DateApr 2019
Total AUM$174.4M
Discretionary$174.4M
Non-Disc.$0
Employees7
Clients3
DateMar 2018
Total AUM$174.1M
Discretionary$174.1M
Non-Disc.$0
Employees7
Clients1
DateMar 2017
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees7
Clients200
DateMay 2016
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees4
Clients182
DateApr 2016
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees4
Clients182
DateMar 2016
Total AUM$168.7M
Discretionary$127M
Non-Disc.$41.7M
Employees4
Clients182
DateFeb 2016
Total AUM$175M
Discretionary$130M
Non-Disc.$45M
Employees4
Clients200
DateNov 2015
Total AUM$175M
Discretionary$130M
Non-Disc.$45M
Employees3
Clients200
DateJun 2015
Total AUM$175M
Discretionary$130M
Non-Disc.$45M
Employees4
Clients200
DateApr 2015
Total AUM$175M
Discretionary$130M
Non-Disc.$45M
Employees4
Clients200
DateFeb 2015
Total AUM$175M
Discretionary$130M
Non-Disc.$45M
Employees4
Clients200
DateFeb 2015
Total AUM$175M
Discretionary$130M
Non-Disc.$45M
Employees4
Clients200