FPF FA L.L.C.
Legal name: FRONT PORCH FINANCIAL ADVISORY
CRD #311329 SEC #801-129454 CHARLOTTE, NC 704-803-5585
SEC Registered
Total AUM
$143.7M
Discretionary
$87M
Employees
1
Clients
0
Accounts
341
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OWEN, GEOFFREY, HENRY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| OWEN, GEOFFREY, HENRY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| OWEN, GEOFFREY, HENRY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| OWEN, GEOFFREY, HENRY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| OWEN, GEOFFREY, HENRY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| OWEN, GEOFFREY, HENRY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| OWEN, GEOFFREY, HENRY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| OWEN, GEOFFREY, HENRY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| OWEN, GEOFFREY, HENRY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jul 30, 2025 REGISTERED
Notice Filings (3)
NC SC TX
Address
211 EAST BLVD.CHARLOTTE, NC 28203
United States
Phone: 704-803-5585