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FINANCIAL COACH
Legal name: FC ADVISORY, LLC
CRD 170478File 801-81042
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$397.3M
Below cohort median (national)
Discretionary AUM
$397.2M
Non-discretionary $109K
Clients
253
774 accounts
Employees
7
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 26, 2015
- Principal office
- 940 E. BOOT RD., SUITE 101, WEST CHESTER, PA, 19380
- Phone
- 484-887-0452
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $397.3M
- Discretionary AUM
- $397.2M
- Non-discretionary AUM
- $109K
- Discretionary accounts
- 773
- Non-discretionary accounts
- 1
- Total accounts
- 774
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 81 | $284.9M |
| Individuals (other than high net worth individuals) | 172 | $112.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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.