SourcingSourcing

FPF FA L.L.C.

B50
CRD 311329·SEC 801-129454·CHARLOTTE, NC
AUM
$181.3M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$544K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FPF FA L.L.C.
CRD
311329
SEC file #
801-129454
EIN
—
DBA names
Front Porch Financial Advisory

Economics

AUM
$181.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$143.7M → $181.3M▲ +26%
Client mix
Individuals Other66
Individuals High Net Worth48
Pension Profit Sharing Plans17
Corporations1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
CHARLOTTE NC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/05/2026
ADV-W filed at
—
Website
frontporchfa.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OWEN, GEOFFREY, HENRY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
OWEN, GEOFFREY, HENRY
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FRONTPORCHFA.COM
Rdap Domain Creation Date
2020-09-17T02:24:10Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-17T02:24:10Z
Rdap Domain Last Changed
2026-01-30T09:57:01Z
Rdap Nameservers
Dns1.p02.nsone.netDns2.p02.nsone.netDns3.p02.nsone.netDns4.p02.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2573385
Trust Company Affiliate
No

People (1)

1
OWEN, GEOFFREY, HENRY
IAR · Direct Owner · 87.5%
2573385