FPC Investment Advisory provides financial planning, portfolio management for individuals and small businesses, education planning, insurance, tax planning, and tax preparation.
FPC Investment Advisory reports 162 clients. They include 92 high-net-worth individuals and 70 individual clients. Of its assets, 100.0% ($365M across 753 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 22% |
| High-net-worth individuals | 57% | 78% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 70 | $82M | 22.5% | $1.17M |
| High-net-worth individuals | 92 | $283M | 77.5% | $3.07M |
| Total | 162 | $365M | 100% | $2.25M |
- Clients
- 70
- Regulatory AUM
- $82M
- AUM share
- 22.5%
- Avg. per client
- $1.17M
- Clients
- 92
- Regulatory AUM
- $283M
- AUM share
- 77.5%
- Avg. per client
- $3.07M
Total
- Clients
- 162
- Regulatory AUM
- $365M
- AUM share
- 100%
- Avg. per client
- $2.25M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
FPC Investment Advisory is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting services
- Consulting services are billed hourly, generally starting at $400 per hour.
- Financial planning
- Financial planning is billed on a fixed or hourly fee basis; the hourly fee range begins at $400, plus expenses.
- Tax return preparation
- Tax return preparation generally ranges from $400 to $2,500, depending on complexity and the forms in the return; advisory clients receive a discount.
Bijan Golkar owns 75% or more of FPC Investment Advisory. The leadership team of FPC Investment Advisory includes President Bijan Golkar and Chief Investment Officer Tyler Schalch. It has 5 employees, 3 of them in advisory roles.
Leadership
- Bijan GolkarPresident and Chief Compliance Officer
- Tyler SchalchChief Investment Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Bijan Golkar
- Matthew M Kalabokes
- Tyler Louis Schalch
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of FPC Investment Advisory, Inc.
Bijan Golkar
Control person · since August 2010
- Owns 25% to 50% of FPC Investment Advisory, Inc.
Tyler Schalch
Control person · since September 2021
FPC Investment Advisory’s regulatory assets grew 2.2× from $164M (December 2020) to $365M (March 2026); clients rose from 150 to 162 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $365M | 162 | 5 | 2 |
| June 2025 | $297M | 174 | 5 | 2 |
| May 2024 | $225M | 171 | 3 | 2 |
| December 2022 | $168M | 161 | 4 | 2 |
| May 2022 | $209M | 159 | 4 | 2 |
| December 2020 | $164M | 150 | 5 | 2 |
Besides its headquarters, FPC Investment Advisory has 1 office, with 2 listed addresses in California.
California · 2 listed addresses
- 1465 North McDowell BLVD, Suite 170, PetalumaHQ
- 1250 Aviation Ave., San Jose
Other business names
FPC Investment Advisory has reported 1 other business name to the SEC.
- FPC Wealth
Contact and registration details
- Legal name
- FPC Investment Advisory, Inc.
- Headquarters
- 1465 North McDowell BLVD, Suite 170, Petaluma, CA 94954
- Website
- fpcwealth.com
- Phone
- 707-795-0500
- @fpc-investment-advisory-inc-
- SEC file
- 801-112493
- Founded
- 1994
- Structure
- California corporation
- Fiscal year end
- September
FPC Investment Advisory uses Charles Schwab ($365M) as custodian for its separately managed accounts. FPC Investment Advisory has custody of $98.2M in client assets for 115 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $365M100%
At year end, FPC Investment Advisory’s separately managed accounts were largely in stocks (49%) and funds (41%). Its reported 13F holdings for the quarter ended 30 June 2026 total $212M across 36 positions; the largest are Schwab Strategic TR (17.2%), iShares TR (15.6%) and Vanguard BD Index Fds (14.2%).
What the accounts hold
- Stocks49%
- Funds41%
- Registered funds40%
- Pooled vehicles1%
- Cash11%
Reported 13F holdings
- $212M
- Reported 13F value
- 36
- Positions
- 85.6%
- In the 10 largest
- +5.7%
- Value vs. prior quarter
- Schwab Strategic TR · US Lrg Cap ETF17.2%
- iShares TR · Core 1 5 YR Usd15.6%
- Vanguard BD Index Fds · Intermed Term14.2%
- Vanguard Intl Equity Index F · FTSE Europe ETF12.3%
- Apple Inc.5.2%
- iShares TR · 20 YR TR BD ETF5.1%
- Vanguard BD Index Fds · Total Bnd Mrkt4.5%
- Vanguard World FD · Inf Tech ETF4.4%
- iShares Inc. · MSCI Japan ETF4.1%
- Vanguard Charlotte Fds · Total Int BD ETF3.1%
Together, the ten largest are 85.6% of reported value.
How many clients does FPC Investment Advisory have?
FPC Investment Advisory has 162 clients and manages $365 million for them, as of March 2026. They include 92 high-net-worth individuals and 70 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 March 2026
What services does FPC Investment Advisory offer?
FPC Investment Advisory provides financial planning, portfolio management for individuals and small businesses, education planning, insurance, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does FPC Investment Advisory use?
FPC Investment Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $365M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 March 2026
How many financial advisors does FPC Investment Advisory have?
FPC Investment Advisory has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 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
What does FPC Investment Advisory invest in?
At the end of its last fiscal year, FPC Investment Advisory’s separately managed accounts held 49% exchange-traded equities, 40% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns FPC Investment Advisory?
FPC Investment Advisory’s direct owners are Bijan Golkar (75% or more) and Tyler Schalch (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 March 2026
How does FPC Investment Advisory get paid?
FPC Investment Advisory is paid through a percentage of assets under management, hourly charges and fixed fees. 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
How do I contact FPC Investment Advisory?
FPC Investment Advisory’s main office is at 1465 North McDowell BLVD, Suite 170, Petaluma, CA 94954. Its phone number is 707-795-0500. Its website is fpcwealth.com.