Firm profile

FCA PARTNERS, LLC

CHARLOTTE, NCCRD 322393Latest ADV March 30, 2026

Fca Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 30, 2026, reports $910M in regulatory assets under management, 11 employees, 1 office, and 1 account.

Assets Under Management
$910M
Employees
11
Offices
1 office
Total Clients
<5
Primary office
CHARLOTTE, NC
300 SOUTH TRYON STREET, SUITE 420, CHARLOTTE, NC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOHenry Tran

Advisory services offered

1 types reported
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentGovernment represent 100.0% of total clients.
Top client categories% of clientsClients
1
Government
100.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$910Mas of March 30, 2026
Discretionary100.0%
$910M
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.

Total AUM$910M
Total Accounts1
10Y AUM Change+$344M (+60.9%)

Employee Growth by Quarter

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

Total Employees11
Clients per Employee0:1
10Y Employee Change0 (0.0%)

* 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.