FCA CORP Overview
Fca Corp is an investment advisor that manages 377.8 MM dollars in regulatory AUM and has 18 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/01 to 12/31/19. The fund's latest filing disclosed 288MM in positions, representing 76% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/01 to 12/31/19. The fund's latest filing disclosed 288MM in positions, representing 76% of the manager's regulatory AUM.
FCA CORP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FCA CORP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VGT | 3.68% | ETF | 11.58% | 0.2% | 0 | 4% | ||
| VEA | 3.35% | ETF | -0.52% | -0.16% | 0 | 11% | ||
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FEATURED IN
FCA CORP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert W. Scharar | Director, President | October-1983 |
| Shari Manning | Vice President, Secretary | July-2003 |
| Richard A. Moffett | Vice President Of Administration | May-2006 |
| Wesley R. Yuhnke | Chief Investment Officer | June-2008 |
| William B. Levay | Chief Compliance Officer | December-2012 |
FCA CORP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
FCA CORP Investment Strategy
Item 8 and 10 for more details regarding the risks and conflicts).
33
FCA Corp – December 2014
Form ADV Part 2A Brochure
ITEM 16. INVESTMENT DISCRETION
A. Discretionary Authority - Separately Managed Clients
For discretionary clients, FCA has written authority to determine which securities and the amounts of securities to be bought or sold. Any limitations on this discretionary authority are included in the written authority statement. Clients may change these limitations at
any time by submitting the change in writing. Clients grant FCA discretionary authority over their account through the investment advisory agreement executed by the client which governs FCA’s management of the account.
B. Non-Discretionary Authority - Separately Managed Clients
An advisory client electing not to grant investment discretionary authority to FCA is advised that trades in ...
Unlock Full Investment Process Description
33
FCA Corp – December 2014
Form ADV Part 2A Brochure
ITEM 16. INVESTMENT DISCRETION
A. Discretionary Authority - Separately Managed Clients
For discretionary clients, FCA has written authority to determine which securities and the amounts of securities to be bought or sold. Any limitations on this discretionary authority are included in the written authority statement. Clients may change these limitations at
any time by submitting the change in writing. Clients grant FCA discretionary authority over their account through the investment advisory agreement executed by the client which governs FCA’s management of the account.
B. Non-Discretionary Authority - Separately Managed Clients
An advisory client electing not to grant investment discretionary authority to FCA is advised that trades in ...
Unlock Full Investment Process Description
FCA CORP Portfolio Concentration
FCA CORP Location
791 TOWN & COUNTRY BLVD.
SUITE 250
HOUSTON, Texas
UNITED STATES, 77024-3925
SUITE 250
HOUSTON, Texas
UNITED STATES, 77024-3925
FCA CORP Contact Information
Phone Number: 713-781-2856
Fax Number: 713-781-7195
Website: http://www.fcacorp.com
Fax Number: 713-781-7195
Website: http://www.fcacorp.com
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