$103.5M Total AUM
$96.8M Disc. AUM
-- 3Y CAGR
2 Employees
126 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท John Hancock
- Clients
- Retail and Institutional
- Platforms
- North
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
-- Aurora CO
About Financial Counseling Associates, INC
Financial Counseling Associates, Inc. (FCA) is a fee-only, SEC-registered RIA founded in 1993. Jay and Erica provide personalized financial planning and discretionary investment management for individuals and companies, serving clients globally. Portfolios are primarily ETF-based, with custody through Charles Schwab, and the team brings 45+ years of combined planning experience.
Team overview
-- AVG AGE
$51.8M AVG AUM / ADVISOR
$821.6K AVG AUM / CLIENT
16.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age
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Asset Classes
Signal Capital oak
Custodian
Timber meridian Foundation Horizon
Investment Themes
Signal Insight peak Crest radial
Investment Vehicles
Legacy unison Signal
Services
Value Legacy Frontier harbor Fusion alpha Insight catalyst Signal Zenith vertex Peak Vertex
Technology
Element
Owner & Executives
J
JOHN JOSEPH KOPEL
Owner
- CRD
- #2011781
- Ownership
- 75% or more
(276) 672-3719
beacon.optima@quantumcapital.com
in linkedin.com/in/bridge-pioneer
Erica Ann Mathews
Associate, Chief Compliance Officer
- CRD
- #7397074
- Ownership
- 5% but less than 10%
(951) 456-2693
wave.glacier@foundationcapital.com
in linkedin.com/in/pioneer-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,850,000 | $774,800 |
| Non-Discretionary | $6,670,000 | $6,670,000 |
| Total | $103,520,000 | $821,587 |
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Separately Managed Accounts
Total SMA Asset: $103,520,000
Equity - Exchange:
48.6% Cash:
51.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,554,228,719 | 48.6% |
| Cash | $3,758,999,097 | 51.4% |
| Total | $7,313,227,816 | 100.0% |