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FLC CAPITAL ADVISORS
CRD 111822File 801-77600
APPROVED
Retail clients
Custody
Filing as of Apr 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$822.2M
Above cohort median (national)
Discretionary AUM
$811.5M
Non-discretionary $10.6M
Clients
325
821 accounts
Employees
9
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 7, 2013
- Principal office
- 44750 VILLAGE COURT, PALM DESERT, CA, 92260
- Phone
- 760-779-8110
- Website
- HTTP://WWW.FLCCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $822.2M
- Discretionary AUM
- $811.5M
- Non-discretionary AUM
- $10.6M
- Discretionary accounts
- 814
- Non-discretionary accounts
- 7
- Total accounts
- 821
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $951K |
| Other investment advisers | 5 | $7.4M |
| High net worth individuals | 184 | $679.5M |
| Individuals (other than high net worth individuals) | 136 | $134.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Hourly charges
- Other (described) — SOLICITOR/REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

