FRONT PORCH FINANCIAL ADVISORY

Legal name: FPF FA L.L.C.

CRD 311329File 801-129454

APPROVED

Retail clients

Filing as of Jan 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$181.3M

Bottom 25% of cohort (national)

Discretionary AUM

$113.9M

Non-discretionary $67.4M

Clients

132

387 accounts

Employees

Bottom 25% of cohort in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Feb 5, 2024
Principal office: 211 EAST BLVD., CHARLOTTE, NC, 28203
Phone: 704-803-5585
Website: https://frontporchfa.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $181.3M
Discretionary AUM: $113.9M
Non-discretionary AUM: $67.4M
Discretionary accounts: 370
Non-discretionary accounts: 17
Total accounts: 387
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$915K
High net worth individuals	48	$90.1M
Pension and profit sharing plans	17	$67.4M
Individuals (other than high net worth individuals)	66	$22.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: No
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 11

This 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.