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FINANCIAL ADVISORY CORPORATION

CRD 105472File 801-33761
APPROVED
Retail clients
Custody
Filing as of Feb 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.10B
Above cohort median (national)
Discretionary AUM
$1.10B
Clients
293
1,162 accounts
Employees
14
Top 25% of cohort in MI

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Jan 27, 1989
Principal office
4251 CASCADE ROAD S.E., GRAND RAPIDS, MI, 49546
Phone
616-235-5260

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.10B
Discretionary AUM
$1.10B
Non-discretionary AUM
$0
Discretionary accounts
1,162
Non-discretionary accounts
0
Total accounts
1,162
AUM per client
$3.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other11$127.2M
Charitable organizations14$334.2M
High net worth individuals133$533.9M
Pension and profit sharing plans10$44.8M
Individuals (other than high net worth individuals)125$64.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Hourly charges
  • Other (described)COMBINATION OF ASSETS UNDER MANAGEMENT, NET WORTH, AND BASE FEE.
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.