Fpc Investment Advisory, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Petaluma, CA. Its latest Form ADV filing, dated March 9, 2026, reports $365M in regulatory assets under management, 5 employees, 1 office, and 753 accounts.
Assets Under Management
$365M
Employees
5
Offices
1 office
Total Clients
162
Primary office
PETALUMA, CA
1465 NORTH MCDOWELL BLVD, SUITE 170, PETALUMA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.8% of total clients.
Top client categories% of clientsClients
1
HNWI
56.8%
92
2
Individuals
43.2%
70
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$365Mas of March 9, 2026
Discretionary100.0%
$365M
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$365M
Total Accounts753
10Y AUM Change+$246M (+208.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee32:1
10Y Employee Change+1 (+25.0%)
* 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.