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Houston, TX Office

Team
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Fca Corp

Team

Firm-wide stats for Fca Corp

Total advisors

12

Across 2 offices

Clients per advisor

15 Very Low

Avg AUM per client

$2,590,968 Very High

HNW client ratio

48% High

About

FCA Corp provides portfolio management, financial planning, and consulting to individuals, managed entities, and open‑end investment companies. The firm manages separately managed accounts on both discretionary and non‑discretionary bases and serves as the investment adviser to the Commonwealth International Series Trust (the “Commonwealth Funds”).

FCA’s investment process emphasizes fundamental analysis and macroeconomic considerations to create customized portfolios that may include equities, fixed income, mutual funds/ETFs, alternative investments, options strategies and, where appropriate, margin. The firm offers ongoing supervision alongside non‑investment consulting (estate, tax, insurance) and implements client‑specific constraints; for example, clients may restrict purchases of Commonwealth Funds and FCA excludes the value of client common shares in an account from its asset‑based fee calculation.

Noteworthy aspects relative to peers include FCA’s dual role as adviser to a registered open‑end fund and as adviser/manager to pooled and private entities (including REITs, private equity and private debt vehicles), and its ownership by First Commonwealth Holdings Corp., with certain employees serving as officers or directors of privately held client entities (listed in the brochure). The brochure also discloses limited custody circumstances (e.g., related persons serving as trustees or standing transfer authorizations) and that FCA, in some cases, prepares tax returns for clients — features that are less common among multi‑team advisers.

Based on Fca Corp

Expertise

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management

Based on Fca Corp

Occupation focus

Founder/Business Owner Executive

Based on Fca Corp

Location

791 Town & Country Blvd, Suite 250

Houston TX 77024-3925

Advisors at this office

11

Advisors at this office

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Frederick V

Series 65

Houston, TX

Fca Corp

Frederick Van Wyk is a financial advisor at FCA Corp in Houston, TX, holding a Series 65 credential with two years of industry experience. He has been with FCA Corp since 2018 and previously worked at the University of Houston and Saxo Capital Markets South Africa. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm offers customized investment solutions based on fundamental and macroeconomic analysis and also serves as adviser to registered open-end funds and private pooled entities.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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Cindy Y

Series 65

Houston, TX

Fca Corp

Cindy Yac is a financial advisor at FCA Corp with a Series 65 designation and seven years of industry experience. She has been with FCA Corp since 2016. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm employs a fundamental and macroeconomic approach to create customized portfolios and serves as the investment adviser to the Commonwealth International Series Trust.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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Ryan S

Series 65

Houston, TX

Fca Corp

Ryan Scharar is a Series 65-licensed advisor at FCA Corp with four years of industry experience. He has been with FCA Corp since 2021 and previously worked at Frazer Antalffy Integrated Consulting, LLC. In addition to his financial advisory role, Scharar serves as president of Scharar Law Firm, PC, a legal practice he has operated since 2014. FCA Corp offers portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm manages separately managed accounts and serves as investment adviser to the Commonwealth International Series Trust, using a process that includes fundamental analysis and macroeconomic factors to create customized portfolios.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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Casey K

CFP®, Series 66

Houston, TX

Fca Corp

Casey Kha is a CFP® and holds a Series 66 license, currently serving as a financial advisor at FCA Corp with seven years of industry experience. Prior to joining FCA Corp in 2022, he spent 11 years at Gamma Enterprises LLC. Outside of his advisory role, he is a consultant for Shinjuku Station, a full-service restaurant. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm’s investment approach integrates fundamental analysis and macroeconomic factors to build customized portfolios and serves as adviser to both private entities and registered funds.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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Steven C

Series 65

Houston, TX

Fca Corp

Steven Crawford is a financial advisor at FCA Corp with 14 years of industry experience. He holds a Series 65 license and has worked at FCA Corp since 2012 and at First Commonwealth Holdings Corp. since 2005. He serves as president of Ivy Realty Trust and holds officer roles in several related entities. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm manages separately managed accounts using a fundamental and macroeconomic investment approach and serves as advisor to the Commonwealth International Series Trust.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
user avatar

Robert B

Series 65

Houston, TX

Fca Corp

Robert Burns is a Series 65-licensed financial advisor at FCA Corp in Houston, TX, with 21 years of industry experience. He has been with FCA Corp since 2004 and also operates a CPA tax practice specializing in income tax return preparation on a seasonal basis. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies, offering customized portfolios through fundamental and macroeconomic analysis. The firm serves as investment adviser to the Commonwealth International Series Trust and manages both discretionary and non-discretionary accounts.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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Brandon W

CFP®, Series 65

Houston, TX

Fca Corp

Brandon Williams is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with FCA Corp, where he has worked since 2022. His prior experience includes roles at Griffith & Associates Financial & Estate Planning Services, CIBC Bank Canada, and HSBC Bank Canada. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm’s investment approach combines fundamental analysis and macroeconomic factors to create customized portfolios, and it also offers non-investment consulting in areas such as estate, tax, and insurance planning.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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Robert S

Houston, TX

Fca Corp

Robert Scharar is a financial advisor at FCA Corp with 42 years of industry experience. He has been with FCA Corp since 1975. Scharar serves as director and president on several corporate and trust boards, including First Commonwealth Holdings Corp and Africap, LLC, without personal compensation. FCA Corp provides portfolio management, financial planning, and consulting to individuals, managed entities, and open-end investment companies. The firm employs a fundamental and macroeconomic investment approach to create customized portfolios across various asset classes and serves as adviser to both private pooled entities and registered open-end funds.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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Wesley Y

Series 65

Houston, TX

Fca Corp

Wesley Yuhnke is a financial advisor at FCA Corp with 22 years of industry experience. He holds a Series 65 designation and has been with FCA Corp since 2002. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm’s investment process incorporates fundamental analysis and macroeconomic factors to develop customized portfolios, and it also serves as the investment adviser to the Commonwealth International Series Trust.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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William L

Series 65

Houston, TX

Fca Corp

William Levay is a Series 65–licensed financial advisor with FCA Corp in Houston, TX, where he has worked since 2008. He has 17 years of industry experience. In addition to his advisory role, Levay is general counsel for First Commonwealth Holdings Corp. and operates a private law practice, both unrelated to investment activities. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm emphasizes fundamental and macroeconomic analysis to create customized portfolios and serves as adviser to both pooled private entities and registered open-end funds.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
user avatar

Christina D

Series 65

Houston, TX

Fca Corp

Christina Doherty is a financial advisor with FCA Corp in Houston, TX, holding a Series 65 designation and six years of industry experience. Before joining FCA Corp, she spent seven years at Deloitte Tax LLP. She serves as treasurer for First Commonwealth Holdings Corp., the parent company of FCA Corp. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm emphasizes fundamental and macroeconomic analysis to create customized portfolios and also serves as adviser to the Commonwealth International Series Trust.

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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