AFC Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AFC Wealth Management provides investment advisory and financial planning services to individuals, including high‑net‑worth clients, and to business entities. The firm operates as a small advisory practice serving a limited client base (13 clients) with roughly $3.08 million in assets under management.
The firm delivers ongoing portfolio management and financial planning but manages client accounts on a non‑discretionary basis: the adviser develops trade recommendations and obtains client approval before executing transactions, and conducts periodic account reviews. Investment work draws on fundamental and technical analysis and is tailored to each client’s goals, time horizon and risk tolerance.
A distinctive feature of the practice is that the firm’s principal maintains an active insurance agency and receives traditional insurance commissions, an outside business activity the brochure discloses and treats as a potential conflict of interest. Combined with the firm’s primarily non‑discretionary asset management and small scale, this mix of advisory and insurance brokerage activity is less common among similar supported firms.
Client services
Expertise
Fee options
1% annually
Commissions received from insurance sales by Eric Jacoby
$400 per hour for financial planning services
Fee-only: Financial planning at $400 per hour
Main office
16130 Ventura Blvd, Suite #400
Encino CA 91436
Advisors at this office
1
Most active in
California
Also doing business as
Afc Wealth Advisory · Afc Wealth Management · Jacoby Agency Insurance Services, Inc. · The Jacoby Agency Insurance Services, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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