# FCA Partners, LLC

> 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.

- CRD: 322393
- Filed as: FCA PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322393
- AdvisorCensus page: https://advisorcensus.com/firm/fca-partners-llc-charlotte-nc-322393

## Quick answers

**How is FCA Partners, LLC compensated?**
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.

**Where is FCA Partners, LLC located?**
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).

**Is FCA Partners, LLC registered with the SEC or a state?**
FCA Partners, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 322393.

**How much does FCA Partners, LLC manage?**
FCA Partners, LLC reports $910,335,087 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have FCA Partners, LLC's assets and staff changed since 2024?**
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.

**What types of clients does FCA Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (1).

**Which custodians does FCA Partners, LLC use?**
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.

**Does FCA Partners, LLC report any disciplinary disclosures?**
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

**What changed in FCA Partners, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- Bronx Apartment Portfolio LLC.
- Hilltop FCA Vantage JV, LLC
- Mmac-FCA Two, LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $910,335,087
- Discretionary: $910,335,087
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| State or municipal government entities (including government pension plans) | 1 | $910,335,087 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (2 years)
- Employees: 11 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- West Palm Beach, FL

### Websites listed on Form ADV (Item 1.I)
- fcapartners.com
- LinkedIn @fca-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $530,035,943 | 12 | April 26, 2024 |
| October 2025 | $741,183,053 | 11 | March 28, 2025 |
| October 2026 | $910,335,087 | 11 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $741,183,053 to $910,335,087 (+23%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Added an office in West Palm Beach, FL.
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FCA Partners, LLC (CRD 322393): Form ADV filing data as of October 2026.