FC Advisory LLC
FC Advisory LLC is an SEC-registered investment adviser headquartered in West Chester, Pennsylvania. Founded in 2011, the firm manages assets primarily for individuals and high net worth individuals, with a total of 7 employees. Their services focus on investment management, financial planning, and wealth advisory.
Investment Strategy
FC Advisory LLC primarily provides discretionary investment management services, focusing on building diversified portfolios for individuals and high net worth clients. The firm aims to implement personalized asset allocation strategies based on rigorous analysis and clients' financial goals, blending active portfolio management with a client-focused approach. They emphasize risk management, asset diversification, and long-term wealth preservation.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MGK | VANGUARD WORLD FD | 11.06% | $37.8M | 93,928 | $101.41 | $402.42 | +$1.8M |
V VEU | VANGUARD INTL EQUITY INDEX F | 8.37% | $28.6M | 400,901 | $50.10 | $71.37 | +$1.6M |
V VXF | VANGUARD INDEX FDS | 8.00% | $27.3M | 130,619 | $105.56 | $209.34 | +$2.1M |
V VUG | VANGUARD INDEX FDS | 5.54% | $18.9M | 39,491 | $210.86 | $479.61 | +$1.8M |
A AGG | ISHARES TR | 4.10% | $14.0M | 139,927 | $109.44 | $100.25 | +$290.5K |