FLC Capital Advisors
FLC Capital Advisors is a registered investment adviser headquartered in Palm Desert, California. Founded in 2013, the firm provides investment management and advisory services primarily to individual clients, including both high net worth and other retail investors. It manages approximately $709.9 million in assets and employs 9 people, split between investment professionals and brokers. The firm emphasizes serving private wealth clients with customized portfolio solutions and has experience across various market sectors.
Investment Strategy
FLC Capital Advisors focuses on long-term asset management through diversified portfolios, emphasizing strategic allocation to equity and fixed income securities, primarily for individuals and high net worth clients. The firm’s approach appears to leverage both discretionary and non-discretionary asset management, favoring large-cap equities and broad market sectors, with substantial allocations to ETFs and blue-chip companies. Portfolio turnover reflects responsive adjustments to market trends, and the firm often acts as a net buyer of securities during periods of opportunity. Investment decisions are guided by risk management, asset preservation, and tailored financial planning for its clientele.
Top Holdings
Equity Positions (208)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHO | SCHWAB STRATEGIC TR | 7.21% | $37.2M | 1,525,261 | $24.23 | $24.40 | +$1.7M |
S SCHR | SCHWAB STRATEGIC TR | 7.12% | $36.8M | 1,462,838 | $25.18 | $25.13 | +$1.4M |
S SCHG | SCHWAB STRATEGIC TR | 6.63% | $34.2M | 1,072,853 | $14.90 | $31.91 | +$2.1M |
V VTV | VANGUARD INDEX FDS | 6.55% | $33.8M | 181,229 | $144.97 | $186.49 | +$1.3M |
A AAPL | APPLE INC | 3.96% | $20.5M | 80,316 | $74.37 | $254.63 | +$4.3M |