Fca Corp
- Regulatory AUM
- $623M
- Discretionary
- $494M
- Clients
- 183
- Avg AUM / client
- $3.4M
- Accounts
- 563
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 17, 2026
Investments (13F portfolio — 191 positions, $354,064,491)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Info Tech Etf | COM | $14,413,952 | 20,659 | 4.07% | 2.31% |
| 2 | Vanguard Ftse Developed Etf | COM | $13,660,814 | 213,184 | 3.86% | 2.19% |
| 3 | Goldman Sachs Activebeta Int | COM | $10,638,778 | 246,668 | 3.0% | 1.71% |
| 4 | Invesco Bulletshares 2026 Cb | COM | $7,506,854 | 384,376 | 2.12% | 1.2% |
| 5 | Invesco Bulletshares 2027 Cb | COM | $6,849,844 | 349,037 | 1.93% | 1.1% |
| 6 | Ishares Floating Rate Bond E | COM | $6,765,666 | 132,790 | 1.91% | 1.09% |
| 7 | Amgen Inc | COM | $6,485,160 | 18,432 | 1.83% | 1.04% |
| 8 | Invesco S&P 500 Equal Weight | COM | $6,460,335 | 33,662 | 1.82% | 1.04% |
| 9 | Ishares Russell 1000 Etf | COM | $6,121,417 | 17,168 | 1.73% | 0.98% |
| 10 | Alphabet Inc Cl C | COM | $5,749,527 | 20,043 | 1.62% | 0.92% |
| 11 | Vanguard S/T Corp Bond Etf | COM | $5,738,846 | 72,396 | 1.62% | 0.92% |
| 12 | Goldman Activebeta Us Lc Etf | COM | $5,489,072 | 43,867 | 1.55% | 0.88% |
| 13 | Ingles Markets Inc Class A | COM | $5,246,845 | 58,370 | 1.48% | 0.84% |
| 14 | Ishares Core S&P Midcap Etf | COM | $5,104,101 | 75,583 | 1.44% | 0.82% |
| 15 | Invesco Variable Rate Prefer | COM | $5,093,289 | 212,397 | 1.44% | 0.82% |
| 16 | Apple Inc | COM | $5,087,707 | 20,047 | 1.44% | 0.82% |
| 17 | Ishares Ibonds Dec 2028 Term | COM | $4,997,989 | 224,296 | 1.41% | 0.8% |
| 18 | Ss Consumer Staples Sel Sect | COM | $4,995,063 | 60,930 | 1.41% | 0.8% |
| 19 | Valmont Industries | COM | $4,918,135 | 12,309 | 1.39% | 0.79% |
| 20 | Csx Corp | COM | $4,853,248 | 118,228 | 1.37% | 0.78% |
| 21 | Ishares Global Healthcare Et | COM | $4,808,556 | 51,406 | 1.36% | 0.77% |
| 22 | Ishares Msci Eafe Small Cap | COM | $4,665,085 | 59,496 | 1.32% | 0.75% |
| 23 | Ss Consumer Disc Select Sect | COM | $4,584,490 | 42,067 | 1.29% | 0.74% |
| 24 | Johnson & Johnson | COM | $4,571,692 | 18,703 | 1.29% | 0.73% |
| 25 | Invesco S&P 500 Equal Weight | COM | $4,459,085 | 147,683 | 1.26% | 0.72% |
Top 25 of 191 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 91 | $31.3M | 5.02% |
| High net worth individuals | 84 | $422M | 67.7% |
| Investment companies | 5 | $59.0M | 9.46% |
| Pooled investment vehicles (non-investment companies) | 3 | $111M | 17.8% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $42.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Africap, Llc | Other Private Fund | Delaware | $42.0M | 49 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Warner Scharar | Director, Ceo | Oct 1983 (43y) | ≈ 37.5% – 75% via First Commonwealth Holdings Corporation | |
| Wesley Robert Yuhnke | Chief Investment Officer | Jul 2004 (22y) | Less than 5% | |
| William Bradford Levay | Chief Compliance Officer | Nov 2008 (18y) | Less than 5% | |
| Christina Scharar Doherty | Vice President | Jul 2020 (6y) | Less than 5% | |
| Ryan Edward Scharar | President | Dec 2021 (5y) | Less than 5% | |
| Diana Dale Murphy Belger | Chief Operating Officer | Jul 2022 (4y) | Less than 5% | |
| Robert Allen Burns | Registered representative | Jan 2005 (22y) | ||
| Steven C. Crawford | Registered representative | Aug 2012 (14y) | ||
| Cindy Janet Yac | Registered representative | Sep 2019 (7y) | ||
| Casey Kha | Registered representative | CFP | May 2022 (4y) | |
| Brandon Fraser Williams | Registered representative | May 2023 (3y) | ||
| Frederick William Van Wyk | Registered representative | Jun 2024 (2y) | ||
| Erin Landry Menking | Registered representative | CFP | Oct 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| First Commonwealth Holdings Corporation | Shareholder | Sep 1999 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Robert Warner Scharar: 50% – 75% of First Commonwealth Holdings Corporation × 75% – 100% direct ≈ 37.5% – 75% of the firm
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.
Private funds (1, $42.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Africap, Llc | Other Private Fund | $42.0M | $5.0K | 49 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/17/2026 | 1.24 MB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $243M (39% of AUM) Feb 2026
- National Financial Services (Fidelity) $204M (33% 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 17, 2026.
View current Form ADV (SEC/IAPD) ↗