SourcingSourcing

FCA PARTNERS, LLC

C39
CRD 322393·SEC 801-129208·CHARLOTTE, NC
AUM
$910.3M
$500M-$1B
Est. Revenue
$9.1M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FCA PARTNERS, LLC
CRD
322393
SEC file #
801-129208
EIN
—
DBA names
—

Economics

AUM
$910.3M
AUM band
$500M-$1B
AUM trajectory
'25'26
$741.2M → $910.3M▲ +23%
Client mix
State Or Municipal Govt1

Operations

Employees (total)
11
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
6 advisors → 6 advisors▬ 0%
Primary office
CHARLOTTE NC
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businesses
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
fcapartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHERRY, EDWARD, MADRE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CHERRY, EDWARD, MADRE
LINDEMANN, ALBERT, PATRICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
FCAPARTNERS.COM
Rdap Domain Creation Date
2013-10-22T14:30:46Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-22T14:30:46Z
Rdap Domain Last Changed
2024-10-23T17:02:57Z
Rdap Nameservers
Ns-214.awsdns-26.comNs-923.awsdns-51.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7815758
Trust Company Affiliate
No

People (3)

3
CHERRY, EDWARD, MADRE
Direct Owner · 62.5%
7815758
LINDEMANN, ALBERT, PATRICK
Direct Owner · 62.5%
1292698
Tran, Henry
Executive Officer · 2.5%
4953170