Firm profile

FCA CORP

HOUSTON, TXCRD 110658Latest ADV February 17, 2026

Fca Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Houston, TX. Its latest Form ADV filing, dated February 17, 2026, reports $623M in regulatory assets under management, 17 employees, 1 office, and 563 accounts.

Assets Under Management
$623M
Employees
17
Offices
1 office
Total Clients
183
Primary office
HOUSTON, TX
791 TOWN & COUNTRY BLVD., SUITE 250, HOUSTON, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEORobert W. Scharar
CCOWilliam B. Levay
COODiana D. Murphy-belger

Advisory services offered

6 types reported
Financial Planning Services
Other advisory services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 49.7% of total clients.
Top client categories% of clientsClients
1
Individuals
49.7%
91
2
HNWI
45.9%
84
3
Investment Cos.
2.7%
5
4
Pooled Investment Vehicles
1.6%
3

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$623Mas of February 17, 2026
Discretionary79.3%
$494M
79% of total RAUM79.3%
Non-discretionary20.7%
$129M
21% of total RAUM20.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$623M
Total Accounts563
10Y AUM Change+$242M (+63.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees17
Clients per Employee11:1
10Y Employee Change+4 (+30.8%)

* 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.