DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
F•• C•••
Latest filing Feb 17, 2026
First filing on the tape Dec 21, 2011 · 26 filings
SEC status approved since Jan 13, 1984
RAUM
$623M
reported, Item 5.F
Discretionary
79%
of RAUM
Private clients
73%
$453M individuals and HNW
Advisors
12
registered through the firm on IAPD
RAUM per advisor
$51.9M
derived; firm RAUM over IAPD count
Employees
17
11 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$623M as of Feb 17, 2026
Dec 21, 2011$396M then
HNW client RAUM$422M as of Feb 17, 2026
Dec 21, 2017$309M then
State-registered IARs (5.B.3)12 as of Feb 17, 2026
Dec 21, 20110 then
Employees (5.A)17 as of Feb 17, 2026
Dec 21, 201216 then
Private funds1 as of Feb 17, 2026
Dec 21, 20113 then
RAUM +19% over the last fiscal year+17% a year over threeIARs 12 to 12
Practice profile
derived from the filing of Feb 17, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $51.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 15derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.0MderivedHNW RAUM over HNW clients
- Average account
- $1.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 79%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 6.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.4%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, otherreportedItem 5.G
- Custody
- $170M, 80 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$422M68%
- Pooled investment vehicles$111M18%
- Investment companies$59.0M9.5%
- Individuals$31.3M5.0%
- Individual clients
- 91reported
- HNW clients
- 84reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 563reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $170M for 80 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.73 fund_share=0.27 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
12 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| W••••• R••••• Y••••• | Houston, Tx | Jul 16, 2004 | 24 y | 0 |
| R••••• A•••• B•••• | Houston, Tx | Jan 18, 2005 | 22 y | 0 |
| R••••• W••••• S•••••• | Houston, Tx | Oct 21, 2005 | 50 y | 0 |
| W•••••• B••••••• L•••• | Houston, Tx | Nov 3, 2008 | 18 y | 0 |
| S••••• C• C••••••• | Houston, Tx | Aug 2, 2012 | 21 y | 0 |
| C•••• J•••• Y•• | Houston, Tx | Sep 16, 2019 | 10 y | 0 |
| C•••••••• S•••••• D•••••• | Houston, Tx | Jul 28, 2020 | 14 y | 0 |
| R••• E••••• S•••••• | Fort Worth, Tx | Dec 17, 2021 | 12 y | 0 |
| C•••• K••Certified Financial Planner | Fort Worth, Tx | May 6, 2022 | 19 y | 1 |
| B•••••• F••••• W••••••• | Houston, Tx | May 3, 2023 | 12 y | 0 |
| F•••••••• W•••••• V•• W•• | Calgary | Jun 4, 2024 | 9 y | 0 |
| E••• L••••• M••••••Certified Financial Planner | Fort Worth, Tx | Oct 18, 2024 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- J••••• A•• L•••• to P••• C••••••• P•••••••May 20, 2024 · RIA to RIA
- G•••••• F••••• O•••• to B••••••••• S•••••••• W•••••• L••Jun 9, 2023 · RIA to RIA
- J••••••• E•••• M•••••• to R•• A•••••••Oct 13, 2022 · RIA to RIA
- C••••• E•••••• M•••• to U•• F•••••••• S••••••• I•••Nov 23, 2021 · RIA to wirehouse
- C•••••• B••••• M•••• to A•••••• W••••• S••••••••Oct 26, 2021 · RIA to RIA
- J••• D••••• M•••••••• to A•••••• W••••• S••••••••Oct 11, 2021 · RIA to RIA
- C••••• E•••••• R•••• to N••••••••• M••••• I••••••••• S•••••••••Nov 3, 2011 · Other
- G••• D•••• B•••• to B••••••••• A••••••• I•••Nov 20, 2007 · Other
- J••••• J•••• P••••• to A••••••••• L•••Sep 27, 2007 · Other
- S• R•••••• L•••••• to L• • S• A•••••••• I••Jul 6, 2006 · Other
- R•••• R•••••• S•••• to L• • S• A•••••••• I••Jul 6, 2006 · Other
Joined, latest
- C•••• K•• from O•••• F•• I•••May 6, 2022 · Other
- J••••••• E•••• M•••••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Mar 17, 2022 · Wirehouse to independent RIA
- G•••••• F••••• O•••• from R•••••• J•••• • A••••••••• I•••Sep 13, 2021 · Affiliated broker-dealer or bank to independent RIA
- S• R•••••• L•••••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Nov 4, 2005 · Other
- R•••• R•••••• S•••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Nov 4, 2005 · Other
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A••••••• L•• | Other Private Fund | $42.0M | 49 | Dec 21, 2011 |
| G••••• R•••• L•no longer reported | Real Estate Fund | $995,726 | 19 | Dec 21, 2011 |
| N•••••••• P••••••••• I•••no longer reported | Real Estate Fund | $506,873 | 28 | Dec 21, 2011 |
Owners and control persons
Schedule A and B, latest filing
- D••••••• C••••••••• S•••••• · Vice Presidentcontrolsince 04/2024 · owns less than 5%
- L••••• W••••••• B••••••• · Chief Compliance Officercontrolsince 12/2012 · owns less than 5%
- M••••••••• D••••• D••• · Chief Operating Officercontrolsince 07/2022 · owns less than 5%
- S••••••• R•••••• W••••• · Director, Ceocontrolsince 10/1983 · owns less than 5%
- S••••••• R•••• E••••• · Presidentcontrolsince 04/2024 · owns less than 5%
- Y•••••• W•••••• R••••• · Chief Investment Officercontrolsince 06/2008 · owns less than 5%
- S••••••• R•••••• W••••• · President & Directorcontrolsince 10/1983 · owns 50% to 75% of F•••• C••••••••• H••••••• C•••••••••
Entity owners
- F•••• C••••••••• H••••••• C••••••••• · Shareholderdirect · owns 75% or more
Related persons
Schedule D 7.A
- R••• E• S••••••n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Houston, Tx · principal | 11 | 0 | 0 | ||
| Fort Worth, Tx | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Fort Worth, TX3 employees
What changed
consecutive filings, newest first
- Accounts · 543 to 563Dec 24, 2024 to Dec 23, 2025
- HNW clients · 81 to 84Dec 24, 2024 to Dec 23, 2025
- Individual clients · 82 to 91Dec 24, 2024 to Dec 23, 2025
- Assets in custody · $100M to $170MDec 24, 2024 to Dec 23, 2025
- Financial planning clients · 101-250 to 101-250Dec 24, 2024 to Dec 23, 2025
- Discretionary RAUM · $467M to $494MDec 24, 2024 to Dec 23, 2025
- HNW RAUM · $388M to $422MDec 24, 2024 to Dec 23, 2025
- Individual RAUM · $30.7M to $31.3MDec 24, 2024 to Dec 23, 2025
- Non-discretionary RAUM · $58.7M to $129MDec 24, 2024 to Dec 23, 2025
- Pooled vehicle RAUM · $48.9M to $111MDec 24, 2024 to Dec 23, 2025
- RAUM · $526M to $623MDec 24, 2024 to Dec 23, 2025
- Accounts · 552 to 543Dec 20, 2023 to Dec 24, 2024
- HNW clients · 94 to 81Dec 20, 2023 to Dec 24, 2024
- Individual clients · 59 to 82Dec 20, 2023 to Dec 24, 2024
- Assets in custody · $94.5M to $100MDec 20, 2023 to Dec 24, 2024
- Employees · 21 to 17Dec 20, 2023 to Dec 24, 2024
- State-registered IARs · 11 to 12Dec 20, 2023 to Dec 24, 2024
- Discretionary RAUM · $393M to $467MDec 20, 2023 to Dec 24, 2024
- HNW RAUM · $334M to $388MDec 20, 2023 to Dec 24, 2024
- Individual RAUM · $22.8M to $30.7MDec 20, 2023 to Dec 24, 2024
- Non-discretionary RAUM · $72.0M to $58.7MDec 20, 2023 to Dec 24, 2024
- Pooled vehicle RAUM · $60.7M to $48.9MDec 20, 2023 to Dec 24, 2024
- RAUM · $465M to $526MDec 20, 2023 to Dec 24, 2024
- Accounts · 480 to 552Dec 22, 2022 to Dec 20, 2023
- Advisory employees · 12 to 11Dec 22, 2022 to Dec 20, 2023
- HNW clients · 72 to 94Dec 22, 2022 to Dec 20, 2023
- Individual clients · 85 to 59Dec 22, 2022 to Dec 20, 2023
- Assets in custody · $69.7M to $94.5MDec 22, 2022 to Dec 20, 2023
- State-registered IARs · 12 to 11Dec 22, 2022 to Dec 20, 2023
- Discretionary RAUM · $337M to $393MDec 22, 2022 to Dec 20, 2023
- HNW RAUM · $287M to $334MDec 22, 2022 to Dec 20, 2023
- Individual RAUM · $20.9M to $22.8MDec 22, 2022 to Dec 20, 2023
- Non-discretionary RAUM · $48.8M to $72.0MDec 22, 2022 to Dec 20, 2023
- Pooled vehicle RAUM · $32.7M to $60.7MDec 22, 2022 to Dec 20, 2023
- RAUM · $386M to $465MDec 22, 2022 to Dec 20, 2023
- Related insurance company · true to falseDec 22, 2022 to Dec 20, 2023
- State-registered IARs · 9 to 12Feb 11, 2022 to Dec 22, 2022
- Discretionary RAUM · $468M to $337MFeb 11, 2022 to Dec 22, 2022
- HNW RAUM · $403M to $287MFeb 11, 2022 to Dec 22, 2022
- Individual RAUM · $19.6M to $20.9MFeb 11, 2022 to Dec 22, 2022
Signals
9 dated events
- Edward Ryan Scharar (President) appeared on Schedule A of F•• C•••Dec 24, 2024 · Control person joined · fact
- Scharar Christina Doherty (Vice President) appeared on Schedule A of F•• C•••Dec 24, 2024 · Control person joined · fact
- Arthur Richard Moffett (Vice President Of Administration) no longer on Schedule A of F•• C••• (listed 2023-12-20, absent 2024-12-24)Dec 24, 2024 · Control person left · inference
- J••••• A•• L•••• left F•• C••• for P••• C••••••• P••••••• (registered 2025-04-07)May 20, 2024 · advisor f••• change · fact
- Dale Diana Murphy-Belger (Chief Operating Officer) appeared on Schedule A of F•• C•••Dec 20, 2023 · Control person joined · fact
- G•••••• F••••• O•••• left F•• C••• for B••••••••• S•••••••• W•••••• L•• (registered 2023-06-16)Jun 9, 2023 · advisor f••• change · fact
- F•• C••• reported RAUM $385.7M, down 26% from $521.6M (2022-02-11 to 2022-12-22)Dec 22, 2022 · RAUM change · derived
- J••••••• E•••• M•••••• left F•• C••• for R•• A••••••• (registered 2023-02-23)Oct 13, 2022 · advisor f••• change · fact
- Smith Shari Manning (Asst. Secretary) no longer on Schedule A of F•• C••• (listed 2018-12-26, absent 2019-12-26)Dec 26, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- F•• C••• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Business phone
- 713-781-2586reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 713-781-2856reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 817-984-3132reportedpublished by the firm, firm site, Sep 15, 2026
- f••• profile url
- linkedin.com/company/fcacorpreportedpublic record, Form ADV, Sep 18, 2026
- f••• website
- fcacorp.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 713-781-2856reportedpublic record, Form ADV, Feb 17, 2026
- Contact form
- fcacorp.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- fcacorp.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $51.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
F•• C••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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