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Financial Advisory Corporation

Financial Advisory Corporation. CRD 105472

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CRD: 105472

Financial Advisory Corporation

Grand Rapids, MI, 49546
6162355260
facwealth.com
$1.1B Total AUM
$1.1B Disc. AUM
-- 3Y CAGR
14 Employees
298 ADV. Clients
37 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Pathway pathway
Established Date
01-27-1989
Office Locations
2

Office Locations

4251 Cascade Road SE Grand Rapids MI
660 Cascade West Pkwy SE Grand Rapids MI

About Financial Advisory Corporation

Financial Advisory Corporation (FAC) is an independent Grand Rapids, MI wealth manager with a team of CFPs focused on helping affluent families transition into and through retirement. They pair customized financial planning with ongoing portfolio monitoring and proactive ideas, using diversified solutions including ETFs, mutual funds, and fixed income. Notable: a 50:1 client-to-advisor ratio and custody at Schwab.

Team overview

50 AVG AGE
$78.9M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
9.8 yrs AVG TENURE
14 Employees
14 Advisory Reps
9 RIA Reps
37yrs Firm Age

Insights

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Asset Classes

Prime capital

Client Personas

Prime crest

Custodian

Horizon Vector

Investment Themes

Momentum ember Wave Bridge

Investment Vehicles

Focus quantum Glacier

Services

Ember element Summit Vital insight Alpha Pioneer Atlas north Value Glacier

Technology

Glacier ember

Owner & Executives

PAUL GEORGE ANTHES

PAUL GEORGE ANTHES

Financial Advisor, General Partner, President

CRD
#1037884
Ownership
50% but less than 75%
(409) 546-6833
meridian.summit@quantumcapital.com
in linkedin.com/in/matrix-optima
LORAN JAY FILSON

LORAN JAY FILSON

Chief Compliance Officer, Chief Operations Officer, Wealth Advisor

CRD
#1712782
Ownership
25% but less than 50%
(862) 580-2346
crest.north@eaglecapital.com
in linkedin.com/in/element-quantum
F

Fusion signal

Matrix glacier frontier

CRD
#97804
Ownership
16.7%
(759) 746-4065
element.meridian@vectorcapital.com
in linkedin.com/in/pioneer-capital

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Contacts

RYAN MICHAEL ALLEN

RYAN MICHAEL ALLEN

Wealth Advisor

CRD
#5567797
(647) 853-7234
foundation.beacon@meridiancapital.com
in linkedin.com/in/prime-vector
C

CRAIG MATTHEW RAYMENT

--

CRD
#2974514
(571) 231-8822
atlas.alpha@bridgecapital.com
in linkedin.com/in/peak-alpha
V

Value zenith

Zenith pioneer summit

CRD
#36196
(238) 837-2141
ember.vector@beaconcapital.com
in linkedin.com/in/glacier-meridian

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-23-2022
03-28-2023
02-21-2024
11-14-2025
02-03-2026
Category Assets AVG. Account size
Discretionary $1,104,617,475 $950,617
Non-Discretionary $0 --
Total $1,104,617,475 $950,617

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Separately Managed Accounts

Total SMA Asset: $1,104,617,475

$1.1B Total SMA
Public Funds:
27.7%
U.S. Government/Agency:
31.1%
Cash:
11.6%
Other:
16.6%
Corporate - Investment Grade:
13.0%
Asset class Assets Assets %
Public Funds $1,769,246,105 27.7%
U.S. Government/Agency $1,986,409,887 31.1%
Cash $740,911,726 11.6%
Other $1,060,270,229 16.6%
Corporate - Investment Grade $830,332,107 13.0%
Total $6,387,170,054 100.0%

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