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FCI ADVISORS

Legal name: FINANCIAL COUNSELORS INC

CRD 106398File 801-48195
APPROVED
Retail clients
Custody
Filing as of Mar 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.47B
Above cohort median (national)
Discretionary AUM
$1.46B
Non-discretionary $5.4M
Clients
514
715 accounts
Employees
22
Top 25% of cohort in KS

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
DRO
Registration date
Jan 12, 1995
Principal office
5901 COLLEGE BOULEVARD, SUITE 110, OVERLAND PARK, KS, 66211
Phone
913-663-0680

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.47B
Discretionary AUM
$1.46B
Non-discretionary AUM
$5.4M
Discretionary accounts
695
Non-discretionary accounts
20
Total accounts
715
AUM per client
$2.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other29$61.1M
Insurance companies5$17.2M
Investment companies1$12.9M
Charitable organizations19$40.9M
High net worth individuals16$32.0M
Pooled investment vehicles1$136.9M
Banking or thrift institutionsFewer than 5$529.7M
Pension and profit sharing plans10$173.1M
State or municipal government entitiesFewer than 5$342.5M
Individuals (other than high net worth individuals)433$122.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

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

Disclosure events

ADV Item 11

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

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients541514decreased by27
Apr 1, 2026AUM$1,902,330,516$1,469,039,173decreased by$433,291,343
Apr 1, 2026Accounts740715decreased by25
Dec 1, 2025
vs May 1, 2025
Employees7022decreased by48
Dec 1, 2025
vs May 1, 2025
Clients5,319541decreased by4,778
Dec 1, 2025
vs May 1, 2025
AUM$17,027,361,837$1,902,330,516decreased by$15,125,031,321
Dec 1, 2025
vs May 1, 2025
Accounts15,694740decreased by14,954
May 1, 2025
vs Oct 1, 2022
Employees6170increased by9
May 1, 2025
vs Oct 1, 2022
Clients4,7665,319increased by553
May 1, 2025
vs Oct 1, 2022
AUM$14,471,827,462$17,027,361,837increased by$2,555,534,375
May 1, 2025
vs Oct 1, 2022
Accounts13,10715,694increased by2,587
Apr 1, 2022Employees6561decreased by4
Apr 1, 2022Clients4,6174,766increased by149
Apr 1, 2022AUM$12,404,221,285$14,471,827,462increased by$2,067,606,177
Apr 1, 2022Accounts12,71713,107increased by390

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “FCI ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FCI ADVISORS” may also match similarly-named firms). Confirm identity against each filing.

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.