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FINANCIAL CONSULTANTS & ADVISORY CORPORATION

Advisory

N·INDIANAPOLIS, IN

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$333M
1-Year AUM Growth
0.0%
3-Year CAGR
+13.3%
Employees
15
Assets Under Management
Total AUM$333M
Discretionary AUM$276M
Non-Discretionary AUM$57M
Discretionary %82.8%
Total Clients732
Team
Total Employees15
Investment Advisers15
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record9
First FilingOct 5, 2020
Latest FilingMar 24, 2026
🔒 Full AUM trend chart and 9 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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