FINANCIAL ADVISORY CORPORATION

CRD

105472

SEC file #

801-33761

EIN

541382083

DBA names

—

Economics

AUM

$1.10B

AUM band

$1B+

AUM trajectory

'20 · $563.2M

'21 · $678.4M

'22 · $731.3M

'23 · $854.3M

'25 · $971.8M

'26 · $1.10B

'20'26

$563.2M → $1.10B▲ +96%

sec adv history

Client mix

Individuals High Net Worth	133
Individuals Other	125
Charitable Organizations	14
Corporations	11
Pension Profit Sharing Plans	10

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 10 advisors

'21 · 10 advisors

'22 · 10 advisors

'23 · 11 advisors

'25 · 14 advisors

'26 · 14 advisors

'20'26

10 advisors → 14 advisors▲ +40%

sec adv history

Primary office

GRAND RAPIDS MI

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing

02/03/2026

ADV-W filed at

—

Website

facwealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

ANTHES, PAUL, GEORGE

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

ANTHES, PAUL, GEORGE

FILSON, LORAN, JAY

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

FACWEALTH.COM

Rdap Domain Creation Date

2016-09-17T14:34:47Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

81,078

Form 5500 Compensation Trajectory 3y

2025

81,078

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

81,078

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0000866780

Edgar Registered

Yes

Edgar Filing Count

104

Edgar First Filing Date

2001-04-04

Edgar Last Filing Date

2026-04-16

Edgar 13f Count

102

Edgar 13f Latest AUM Estimate

Filing Date2026-04-16

Accession0000866780-26-000002

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

608 SOUTH KING STREETSUITE 300LEESBURG, VA 20175

Business

608 SOUTH KING STREETSUITE 300LEESBURG, VA 20175

Edgar EIN

541382083

Edgar Recent Filings

13F-HR2026-04-16 · 0000866780-26-000002

13F-HR2026-01-20 · 0000866780-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-09-17T14:34:47Z

Rdap Domain Last Changed

2022-06-25T15:21:50Z

Rdap Nameservers

Ns1.systemdns.comNs2.systemdns.comNs3.systemdns.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer ProhibitedClient Update Prohibited

Top Owner CRD

1037884

Trust Company Affiliate