{"url":"https://nivawealth.com/firms/financial-advisory-105472","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/105472","regulatoryAum":1104617475,"crd":"105472","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5567797","suffix":null,"lastName":"ALLEN","firstName":"RYAN","middleName":"MICHAEL"},{"crd":"1037884","suffix":null,"lastName":"ANTHES","firstName":"PAUL","middleName":"GEORGE"},{"crd":"1712782","suffix":null,"lastName":"FILSON","firstName":"LORAN","middleName":"JAY"},{"crd":"2974514","suffix":null,"lastName":"RAYMENT","firstName":"CRAIG","middleName":"MATTHEW"},{"crd":"2882524","suffix":null,"lastName":"ROBERTS","firstName":"ANDREW","middleName":"JAMES"},{"crd":"7681099","suffix":null,"lastName":"SOMERS","firstName":"NICHOLAS","middleName":null},{"crd":"6600851","suffix":null,"lastName":"STILL","firstName":"CHRISTOPHER","middleName":"MICHAEL"},{"crd":"3181785","suffix":null,"lastName":"VANDER MEYDEN","firstName":"JOEL","middleName":"DAVID"},{"crd":"8085808","suffix":null,"lastName":"VanDyke","firstName":"Jackson","middleName":"J"}],"total":9,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-29","regulatoryAum":731263892,"clients":210,"employees":11,"offices":1},{"filedOn":"2022-03-23","regulatoryAum":854332137,"clients":219,"employees":12,"offices":1},{"filedOn":"2023-03-28","regulatoryAum":795719994,"clients":235,"employees":14,"offices":1},{"filedOn":"2024-02-21","regulatoryAum":913274779,"clients":239,"employees":14,"offices":1},{"filedOn":"2025-05-21","regulatoryAum":971844364,"clients":288,"employees":14,"offices":1},{"filedOn":"2026-02-03","regulatoryAum":1104617475,"clients":293,"employees":14,"offices":1}],"secFileNumber":"801-33761","legalName":"Financial Advisory Corporation","displayName":"Financial Advisory","slug":"financial-advisory-105472","website":"https://facwealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/2113413/","founded":null,"organization":"Michigan corporation","fiscalYearEnd":"December","headquarters":{"street":"4251 Cascade Road S.e.","city":"Grand Rapids","state":"MI","stateName":"Michigan","country":"United States","postalCode":"49546"},"tradeNames":[],"registration":{"secApproved":"27 January 1989","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2319251.612403101,"staff":{"employees":14,"advisory":14,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1104617475,"discretionary":1104617475,"discretionaryAccounts":1162,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":5},"clientTypes":[{"label":"Individuals (other than HNW)","clients":125,"regulatoryAum":64512026},{"label":"High-net-worth individuals","clients":133,"regulatoryAum":533854890},{"label":"Pension and profit-sharing plans","clients":10,"regulatoryAum":44835715},{"label":"Charitable organizations","clients":14,"regulatoryAum":334220483},{"label":"Corporations and other businesses","clients":11,"regulatoryAum":127194361}],"feePrograms":[{"role":"main","program":"Wealth Management Fee","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005932","versionId":1005932,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-02-03","documentName":"SEC FORM ADV PART 2A - 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They include 133 high-net-worth individuals, 125 individual clients and 14 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 3 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Financial Advisory offer?","answer":"Financial Advisory provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Financial Advisory charge?","answer":"Financial Advisory charges 0.25%–0.95% a year for its Wealth Management Fee. The fee is billed in advance and has a $19,000 annual minimum.","source":"SEC FORM ADV PART 2A - FINANCIAL ADVISORY CORPORATION, filed 3 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Financial Advisory use?","answer":"Financial Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $974M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Financial Advisory have?","answer":"Financial Advisory has 9 investment adviser representatives registered with state securities authorities, out of 14 employees, and 14 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Financial Advisory invest in?","answer":"At the end of its last fiscal year, Financial Advisory’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 14% U.S. government and agency bonds, 2% cash and equivalents, 2% other and 1% investment grade corporate bonds. The 2% other category is described as: Securities in Fixed and Variable Annuities and 529 Plans.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Financial Advisory?","answer":"Financial Advisory’s direct owners are Loran Filson (25% to 50%), Paul Anthes (50% to 75%), Joel Vander Meyden (10% to 25%) and Christopher Still (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 3 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Financial Advisory get paid?","answer":"Financial Advisory is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Financial Advisory registered with the SEC?","answer":"Yes, Financial Advisory has been registered with the SEC as an investment adviser since 27 January 1989. Its CRD number is 105472 and its SEC file number is 801-33761.","source":"Form ADV Part 1A, Item 1, filed 3 February 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Financial Advisory?","answer":"Financial Advisory’s main office is at 4251 Cascade Road S.e., Grand Rapids, MI 49546. Its phone number is 616-235-5260. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}