← Back to searchVisit website
FLC CAPITAL ADVISORS
CRD 111822 · SEC 801-77600
44750 VILLAGE COURT, PALM DESERT, CA, 92260, United States
Phone
760-779-8110
Fax
760-779-8112
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$822.2M
Discretionary AUM
$811.5M
Team
9 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions; SOLICITOR/REFERRAL FEES
Org form
Corporation
Filing date
2026-04-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 136 | $134.3M |
| High net worth individuals | 184 | $679.5M |
| Other investment advisers | 5 | $7.4M |
States served
AZ, CA, NV, NY, UT, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD