This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$397MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$397M

Private client RAUM

$397MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$79.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

774

Individual clients

172

High net worth clients

81

Custody, client assets

$395M

SEC number

801-81042

CIK

1683754

CRD

170478

Filings on the tape

20

First filed

Feb 20, 2015

Latest filed

Mar 18, 2026

Organised

Limited Liability Company, PA

• Occurred

  Mar 25, 2020
  Control person joined

  Theresa Meghan Tait (Partner) appeared on Schedule A of Financial Coach

  Form ADVobserved 3 days ago
• Occurred

  Feb 20, 2015
  First Form ADV filing

  Fc Advisory, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8e020017-72ad-3e0d-ee29-cd424dc8140b

First observed

Feb 20, 2015

Last observed

Mar 18, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.