FLC CAPITAL ADVISORS
SEC RegisteredYour Journey To Financial Confidence Starts Here
About the firm
FLC Capital Advisors is an independent financial planning firm that specializes in guiding clients through the distribution phase of their lives, with a focus on retirement income planning and investment management. As fiduciaries, they provide individualized, unbiased advice to affluent investors, prioritizing client financial well-being free from corporate influence.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive Financial Planning, 'Live' Advising, Cash Flow Planning, and Legacy Planning, including holistic financial strategy development, personalized retirement spending plans, cash flow analysis, and wealth preservation for heirs and charitable causes.
Who they serve
Pre-retirees, retirees, and affluent individuals seeking retirement planning, investment management, and comprehensive financial guidance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 136 | $134M |
| High Net Worth Individuals | 184 | $680M |
| Insurance Companies | 5 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of April 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FLC CAPITAL ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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