Financial Advisory Corporation
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 293
- Avg AUM / client
- $3.8M
- Accounts
- 1,162
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 125 | $64.5M | 5.84% |
| High net worth individuals | 133 | $534M | 48.3% |
| Pension and profit sharing plans | 10 | $44.8M | 4.06% |
| Charitable organizations | 14 | $334M | 30.3% |
| Corporations and other businesses | 11 | $127M | 11.5% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul George Anthes | President | CFP | Jul 1988 (38y) | 50% – 75% |
| Loran Jay Filson | Chief Operations Officer, Chief Compliance Officer | CFP | Jul 1998 (28y) | 25% – 50% |
| Joel David Vander Meyden | Wealth Advisor | CFP | Oct 2005 (21y) | Less than 5% |
| Christopher Michael Still | Wealth Advisor | CFP | Oct 2013 (13y) | Less than 5% |
| Andrew James Roberts | Registered representative | CFP | Aug 2010 (16y) | |
| Ryan Michael Allen | Registered representative | CFP CFA | Jun 2015 (11y) | |
| Jackson J Van Dyke | Registered representative | CFP | May 2025 (1y) | |
| Craig Matthew Rayment | Registered representative | CFP | May 2025 (1y) | |
| Nicholas Somers | Registered representative | Chartered Financial Consultant | Nov 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/03/2026 | 915 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • COMBINATION OF ASSETS UNDER MANAGEMENT, NET WORTH, AND BASE FEE.
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $974M (88% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 03, 2026.
View current Form ADV (SEC/IAPD) ↗