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FCA CORP

CRD 110658File 801-20514
APPROVED
Retail clients
Custody
Filing as of Feb 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$623.1M
Above cohort median (national)
Discretionary AUM
$494.2M
Non-discretionary $128.9M
Clients
183
563 accounts
Employees
17
Above cohort median in TX

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
FWRO
Registration date
Jan 13, 1984
Principal office
791 TOWN & COUNTRY BLVD., SUITE 250, HOUSTON, TX, 77024-3925
Phone
713-781-2856

Assets & accounts

ADV Item 5F
Total regulatory AUM
$623.1M
Discretionary AUM
$494.2M
Non-discretionary AUM
$128.9M
Discretionary accounts
526
Non-discretionary accounts
37
Total accounts
563
AUM per client
$3.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies5$59.0M
High net worth individuals84$422.1M
Pooled investment vehicles3$110.7M
Individuals (other than high net worth individuals)91$31.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Financial planning services
  • 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
Yes
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
No
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
Jan 1, 2026Clients171183increased by12
Jan 1, 2026AUM$525,691,326$623,120,515increased by$97,429,189
Jan 1, 2026Accounts543563increased by20
May 1, 2025
vs Oct 1, 2022
Clients220171decreased by49
May 1, 2025
vs Oct 1, 2022
AUM$521,631,039$525,691,326increased by$4,060,287
May 1, 2025
vs Oct 1, 2022
Accounts589543decreased by46
Jan 1, 2022Employees1517increased by2
Jan 1, 2022Clients192220increased by28
Jan 1, 2022AUM$452,209,929$521,631,039increased by$69,421,110
Jan 1, 2022Accounts654589decreased by65
Apr 1, 2021Registration—APPROVED

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

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

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FCA” 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.