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FCA Corp

Updated today

Client assets under management

$453,419,337

Clients

175

48% high-net worth

Advisors

12

of 17 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

15

Very Low

Average account size

$2,590,968

About

FCA Corp provides portfolio management, financial planning, and consulting to individuals, managed entities, and open‑end investment companies. The firm manages separately managed accounts on both discretionary and non‑discretionary bases and serves as the investment adviser to the Commonwealth International Series Trust (the “Commonwealth Funds”).

FCA’s investment process emphasizes fundamental analysis and macroeconomic considerations to create customized portfolios that may include equities, fixed income, mutual funds/ETFs, alternative investments, options strategies and, where appropriate, margin. The firm offers ongoing supervision alongside non‑investment consulting (estate, tax, insurance) and implements client‑specific constraints; for example, clients may restrict purchases of Commonwealth Funds and FCA excludes the value of client common shares in an account from its asset‑based fee calculation.

Noteworthy aspects relative to peers include FCA’s dual role as adviser to a registered open‑end fund and as adviser/manager to pooled and private entities (including REITs, private equity and private debt vehicles), and its ownership by First Commonwealth Holdings Corp., with certain employees serving as officers or directors of privately held client entities (listed in the brochure). The brochure also discloses limited custody circumstances (e.g., related persons serving as trustees or standing transfer authorizations) and that FCA, in some cases, prepares tax returns for clients — features that are less common among multi‑team advisers.

Client services

Financial planning Portfolio management Consulting

Expertise

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Annual fixed fee based on estimated services, complexity, and asset management fees; invoiced quarterly for some clients

Percentage

$0 - $1,000,000: 1.0% per annum $1,000,000+: Less than 1.0% per annum (negotiated rate)

Project-based

$60 to $550 per hour

Other

Account minimum: $100,000

Main office location

FCA Corp

791 Town & Country Blvd., Suite 250

Houston TX 77024-3925, United States

Number of offices

2

Most active in

California · Florida · Louisiana · Massachusetts · Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Erin M

CFP®

Fort Worth, TX

FCA Corp

Erin Menking is a CFP® professional with eight years of industry experience, currently serving as an advisor at FCA Corp since 2024. Prior to joining FCA, she worked at Marim Wealth Planning, Aspire Planning Associates, and The Rudd Company, LLC. FCA provides portfolio management, comprehensive financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and investment companies. The firm emphasizes fundamental analysis with customized portfolios managed on either a discretionary or non-discretionary basis, employing mutual funds, ETFs, and select option strategies.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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Frederick V

Series 65

Houston, TX

FCA Corp

Frederick Van Wyk is a financial advisor at FCA Corp in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to joining FCA Corp in 2018, he worked at the University of Houston and Saxo Capital Markets South Africa. FCA Corp provides portfolio management, comprehensive financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and investment companies. The firm’s investment approach is based on fundamental analysis, with portfolios tailored to client objectives and managed on both discretionary and non-discretionary bases.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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Cindy Y

Series 65

Houston, TX

FCA Corp

Cindy Yac is a financial advisor at FCA Corp in Houston, TX, holding a Series 65 designation with six years of industry experience. She has been with FCA Corp since 2016. FCA provides portfolio management, comprehensive financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and investment companies. The firm’s investment approach is based on fundamental analysis, with customized portfolios managed on both discretionary and non-discretionary bases, utilizing mutual funds, ETFs, and select option strategies.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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Ryan S

Series 65

Houston, TX

FCA Corp

Ryan Scharar is a financial advisor at FCA Corp in Fort Worth, TX, holding a Series 65 designation with four years of industry experience. He has been with FCA Corp since 2021 and previously worked at Frazer Antalffy Integrated Consulting, LLC in 2020. In addition to his financial advisory work, Scharar serves as president of Scharar Law Firm, PC, a legal practice he has maintained since 2014. FCA provides portfolio management, comprehensive financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and investment companies. The firm’s investment approach emphasizes fundamental analysis with client portfolios customized to objectives and managed on a discretionary or non-discretionary basis.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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Casey K

CFP®, Series 66

Houston, TX

FCA Corp

Casey Kha is a CFP® and holds a Series 66 license, with six years of experience in the financial industry. He has worked at FCA Corp since 2022 and previously spent eleven years with Gamma Enterprises LLC. Outside of his advisory work, he serves as a consultant for Shinjuku Station, a full-service restaurant in Fort Worth, TX. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and investment companies. The firm’s investment approach emphasizes fundamental analysis with customized portfolios, employing mutual funds, ETFs, and select option strategies, and manages both discretionary and non-discretionary accounts.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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Steven C

Series 65

Houston, TX

FCA Corp

Steven Crawford is a Series 65-licensed financial advisor with FCA Corp in Houston, TX, where he has worked since 2012. He has 13 years of industry experience and also holds an officer role at First Commonwealth Holdings Corp., FCA’s parent company. Outside of his advisory work, he serves as an officer for several client-related entities, including Ivy Realty Trust and Nashville Properties, Inc. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and investment companies. The firm employs a fundamental analysis approach with customized portfolios, managing equity and fixed-income positions for the long term and using mutual funds, ETFs, and select option strategies.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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Robert B

Series 65

Houston, TX

FCA Corp

Robert Burns is a financial advisor with FCA Corp in Houston, TX, holding a Series 65 designation and 21 years of industry experience. He has been with FCA Corp since 2004. In addition to his advisory role, Burns operates a seasonal CPA tax practice focused on income tax return preparation, which he has managed since 1992. FCA provides portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and investment companies. The firm employs fundamental analysis to construct customized portfolios, managing equity holdings primarily for the long term and fixed income to maturity, and offers both discretionary and non-discretionary management.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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Brandon W

Series 65

Houston, TX

FCA Corp

Brandon Williams is a financial advisor at FCA Corp in Houston, TX, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Griffith & Associates Financial & Estate Planning Services and banking positions at CIBC Bank Canada and HSBC Bank Canada. FCA provides portfolio management, comprehensive financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and investment companies. The firm’s investment approach is based on fundamental analysis, with customized portfolios managed on a discretionary or non-discretionary basis using mutual funds, ETFs, and select option strategies.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
user avatar

Wesley Y

Series 65

Houston, TX

FCA Corp

Wesley Yuhnke is a Series 65 licensed financial advisor with FCA Corp in Houston, TX, where he has worked since 2002, accumulating 21 years of industry experience. He is part of an 11-advisor multi-team firm. FCA Corp provides portfolio management, comprehensive financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and investment companies. The firm also advises the Commonwealth International Series Trust and offers non-discretionary investment management and real estate advisory services to privately offered managed entities, using a fundamental analysis approach with customized portfolios.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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William L

Series 65

Houston, TX

FCA Corp

William Levay is a financial advisor at FCA Corp in Houston, TX, holding a Series 65 designation with 17 years of industry experience. He has been with FCA Corp since 2008. Outside of his advisory role, Levay serves as General Counsel for First Commonwealth Holdings Corp. and operates his own law office. FCA Corp provides portfolio management, comprehensive financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and investment companies. The firm employs a fundamental analysis approach with customized portfolios, managing equity positions for the long term and fixed income often held to maturity, and also advises both registered investment companies and private pooled entities.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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Diana M

Series 66

Houston, TX

FCA Corp

Diana Murphy Belger is a financial advisor with FCA Corp in Houston, TX, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Stavis & Cohen Private Wealth, FSC Securities Corporation, and Stavis & Cohen Financial. FCA provides portfolio management, comprehensive financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and investment companies. The firm’s investment approach centers on fundamental analysis with customized portfolios managed on both discretionary and non-discretionary bases, utilizing a range of securities including mutual funds, ETFs, and select option strategies.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
user avatar

Christina D

Series 65

Houston, TX

FCA Corp

Christina Doherty is a financial advisor at FCA Corp with five years of industry experience. She holds a Series 65 designation and has worked at FCA Corp since 2019. Prior to joining FCA, she spent seven years at Deloitte Tax LLP. Outside of her advisory role, she serves as treasurer for First Commonwealth Holdings Corp., the parent company of FCA Corp. FCA provides portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and investment companies. The firm’s investment approach is based on fundamental analysis, with portfolios tailored to client objectives and managed on both discretionary and non-discretionary bases.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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