{
  "crd_number": 322393,
  "slug": "fca-partners-llc-charlotte-nc-322393",
  "primary_business_name": "FCA PARTNERS, LLC",
  "legal_name": "FCA PARTNERS, LLC",
  "dbas": [],
  "city": "Charlotte",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "16740",
  "metro": {
    "cbsa_code": "16740",
    "common_name": "Charlotte",
    "msa_name": "Charlotte-Concord-Gastonia, NC-SC",
    "path": "/advisors/nc/charlotte"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-12-15",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 910335087.0,
  "raum_discretionary": 910335087.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 11,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "state_municipal": {
      "raum": 910335087.0,
      "count": 1
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NC"
  ],
  "websites": [
    "https://fcapartners.com",
    "https://linkedin.com/company/fca-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322393",
  "city_as_filed": "CHARLOTTE",
  "url": "https://advisorcensus.com/firm/fca-partners-llc-charlotte-nc-322393",
  "display_name": "FCA Partners, LLC",
  "summary": "FCA Partners, LLC is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. FCA Partners, LLC (CRD 322393): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is FCA Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), FCA Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is FCA Partners, LLC located?",
      "a": "FCA Partners, LLC's principal office is in Charlotte, NC, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is FCA Partners, LLC registered with the SEC or a state?",
      "a": "FCA Partners, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 322393."
    },
    {
      "q": "How much does FCA Partners, LLC manage?",
      "a": "FCA Partners, LLC reports $910,335,087 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have FCA Partners, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for FCA Partners, LLC: Regulatory assets under management: $530,035,943 in the October 2024 data and $910,335,087 in the October 2026 data, up 72%. Total employees: 12 in October 2024 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does FCA Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (1)."
    },
    {
      "q": "Which custodians does FCA Partners, LLC use?",
      "a": "FCA Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bronx Apartment Portfolio LLC., Hilltop FCA Vantage JV, LLC and Mmac-FCA Two, LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does FCA Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322393"
    },
    {
      "q": "What changed in FCA Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $741,183,053 to $910,335,087 (+23%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 530035943.0,
      "total_employees": 12,
      "filing_date": "2024-04-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 741183053.0,
      "total_employees": 11,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 910335087.0,
      "total_employees": 11,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $741,183,053 to $910,335,087 (+23%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Added an office in West Palm Beach, FL.",
        "Registered or notice-filed in FL."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Bronx Apartment Portfolio LLC.",
      "name_as_filed": "BRONX APARTMENT PORTFOLIO LLC.",
      "affiliated": false
    },
    {
      "name": "Hilltop FCA Vantage JV, LLC",
      "name_as_filed": "HILLTOP FCA VANTAGE JV, LLC",
      "affiliated": false
    },
    {
      "name": "Mmac-FCA Two, LLC",
      "name_as_filed": "MMAC-FCA TWO, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/fca-partners-llc-charlotte-nc-322393.md",
  "clients": [
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 910335087.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322393",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}