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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Element quantum
- Established Date
- 01-29-1997
- Office Locations
- 3
Office Locations
About FLC Capital Advisors
FLC Capital Advisors is an independent, fiduciary financial planning and investment management firm focused on retirees, pre-retirees, and affluent individuals navigating the distribution phase. The team builds personalized investment policy statements and retirement strategies aimed at consistent, tax-efficient, sustainable income, with strengths in cash-flow planning and ongoing guidance. Client onboarding includes in-kind account transfers to help avoid taxable events.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MAX A BRIGGS
Chief Executive Officer, President
- CRD
- #2737513
- Ownership
- 75% or more
BRIAN DARIN EKSTROM
Chief Compliance Officer, Director, DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DANIEL ALBERT NEIL
Sr. Vice President
- CRD
- #4292619
JEREMY J. OFSEYER
Attorney
- CRD
- #4785239
Meridian focus
Meridian vital
- CRD
- #91060
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $811,526,976 | $996,962 |
| Non-Discretionary | $10,629,837 | $1,518,548 |
| Total | $822,156,813 | $1,001,409 |
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Separately Managed Accounts
Total SMA Asset: $822,156,813
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $227,668,396 | 7.4% |
| Municipal Bonds | $452,260,193 | 14.7% |
| U.S. Government/Agency | $584,553,991 | 19.0% |
| Cash | $501,485,792 | 16.3% |
| Corporate - Investment Grade | $199,978,997 | 6.5% |
| Equity - OTC | $236,898,196 | 7.7% |
| Private Funds | $230,744,996 | 7.5% |
| Public Funds | $643,009,390 | 20.9% |
| Total | $3,076,599,951 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR ZENITH CATALYST | MATRIX FUSION | OWW6D9T2H | IXSV | 8.47% | $92,582,149 |
| ATLAS BEACON ATLAS | ZENITH OAK | T5SHFB73Y | VJCQW | 1.69% | $88,262,754 |
| TIMBER PRIME MERIDIAN | CREST CREST | 0HC090DMS | ORSSW | 1.90% | $106,875,262 |
| MATRIX PATHWAY MOMENTUM | SUMMIT FUSION | 68NQK8N7W | IJUX | 10.17% | $114,696,466 |
| SIGNAL NORTH EMBER | PATHWAY MERIDIAN | 76TSVFTYM | TJG | 4.76% | $82,084,054 |
| ATLAS CREST | ATLAS FOCUS | IGMHRYWGN | YZW | 10.20% | $32,176,108 |
| PEAK MERIDIAN | ATLAS CAPITAL | G9KD6OWGB | SHCMY | 8.59% | $75,228,538 |
| LEGACY LEGACY SIGNAL | VITAL BRIDGE | VCUFWZ5E1 | EGJER | 1.22% | $1,077,460 |