RIA Intel›Advisers›FINANCIAL COUNSELING ASSOCIATES, INC.

FINANCIAL COUNSELING ASSOCIATES, INC.

Advisory

N·

Data as of Feb 4, 2026 · Source: SEC Form ADV

Total AUM
$104M
1-Year AUM Growth
-58.0%
3-Year CAGR
-21.8%
Employees
2
Assets Under Management
Total AUM$104M
Discretionary AUM$97M
Non-Discretionary AUM$7M
Discretionary %93.6%
Total Clients129
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)-50.0%
Filing History
Total Filings on Record15
First FilingJan 28, 2014
Latest FilingFeb 4, 2026
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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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