Fca Corp. /tx
FCA Corp is an independent, fee-only wealth management and financial advisory firm headquartered in Houston, Texas. Founded in 1975, the firm serves high-net-worth individuals, families, and business owners across multiple generations, offering comprehensive wealth management, investment management, tax planning, and financial advisory services. Employing a multidisciplinary team—many of whom hold professional designations such as CFP®, CPA, MBA, and JD—FCA Corp has fewer than 25 employees and is dedicated to providing personalized financial planning and investment solutions tailored to client goals.
Investment Strategy
FCA Corp employs a multidisciplinary, client-focused investment process that combines both active and passive management approaches. The firm's investment management is guided by the '3 R’s'—investing in real companies, respecting governance and stakeholders, and ensuring sound financials. Portfolios are customized to each client's risk tolerance and goals, using global asset management strategies for diversification, tax efficiency, and cost efficiency. FCA Corp offers both traditional and alternative investments, such as private equity, venture capital, real estate, and private debt, and also acts as advisor to global mutual funds through the Commonwealth International Series Trust.
Top Holdings
Equity Positions (175)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGT | VANGUARD INFO TECH ETF | 4.44% | $14.8M | 22,356 | $143.86 | $663.28 | +$2.7M |
V VEA | VANGUARD FTSE DEVELOPED ETF | 3.69% | $12.3M | 216,382 | $48.98 | $57.01 | +$1.5M |
G GSIE | GOLDMAN SACHS ACTIVEBETA INT | 2.81% | $9.4M | 236,669 | $29.13 | $39.66 | +$1.1M |
B BSCQ | INVESCO BULLETSHARES 2026 CB | 2.14% | $7.2M | 366,709 | $19.18 | $19.52 | +$295.1K |
R RSP | INVESCO S&P 500 EQUAL WEIGHT | 1.86% | $6.2M | 34,169 | $112.45 | $181.74 | +$294.5K |