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- Custodian
- Capital Bank · Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-13-1984
- Office Locations
- 8
Office Locations
About FCA Corp
FCA Corp is a boutique Texas family office founded in 1975, serving individuals, families, and business owners—especially retirees, executives, and financially independent women—with integrated wealth management. Its in-house CFP/CPA/JD team delivers tax-aware financial and retirement planning, investment management, and wealth-transfer guidance, often implemented on Schwab or Fidelity platforms. Investment exposure includes ETFs and fixed income, with private credit/placements as needed.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTINA SCHARAR DOHERTY
Vice President
- CRD
- #7194189
- Ownership
- Less than 5%
WILLIAM BRADFORD LEVAY
Chief Compliance Officer
- CRD
- #3200046
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Diana Belger
Chief Operating Officer
- CRD
- --
ROBERT ALLEN BURNS
Director
- CRD
- #4906037
Showing 2 of 24 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $494,218,526 | $939,579 |
| Non-Discretionary | $128,901,989 | $3,483,838 |
| Total | $623,120,515 | $1,106,786 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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