GRAND RAPIDS, MICRD 105472Latest ADV February 3, 2026
Financial Advisory Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated February 3, 2026, reports $1.1B in regulatory assets under management, 14 employees, and 1,162 accounts.
Assets Under Management
$1.1B
Employees
14
Offices
--
Total Clients
293
Primary office
GRAND RAPIDS, MI
4251 CASCADE ROAD S.E., GRAND RAPIDS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 45.4% of total clients.
Top client categories% of clientsClients
1
HNWI
45.4%
133
2
Individuals
42.7%
125
3
Charitable
4.8%
14
4
Corporations
3.8%
11
5
Pension Plans
3.4%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of February 3, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts1,162
10Y AUM Change+$620M (+128.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee21:1
10Y Employee Change+3 (+27.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.