Investment adviser · CRD 311329
FRONT PORCH FINANCIAL ADVISORY
Investment adviser filing (IA)
FPF FA L.L.C.
CHARLOTTE, NC, United States · Form ADV filed Jan 5, 2026
- Regulatory AUM
- $181M Form ADV · Item 5.F
- Client accounts
- 387 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 48 | $90,117,854 | 49.7% |
| Retirement plans | 17 | $67,384,570 | 37.2% |
| Individuals | 66 | $22,866,473 | 12.6% |
| Corporations & businesses | 1 | $915,052 | 0.5% |
Filing source
Form ADV 2036974 · Jan 5, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 5, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
211 EAST BLVD.CHARLOTTE, NC, 28203, United States
CRD 311329
Filing source
Form ADV 2036974 · Jan 5, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.