Financial Advisory Consultants,Inc. (Peachtree Corners)

Financial Advisory Consultants provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Financial Advisory Consultants: assets under management

The assets under management (AUM) of Financial Advisory Consultants,Inc. is $898.35 million. The firm's AUM has grown by 318% since the beginning of its operation, and $2.16 million of the total AUM is attributable to clients outside of the United States.

The firm manages $897.14 million in discretionary accounts and $1.21 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $613.64 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $67.07 thousand.

Financial Advisory Consultants has custody of $371.42 million in cash and securities for 228 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 35% of the total AUM. The second-largest asset type is exchange traded securities, which make up 28% of the firm’s portfolio. Investments in cash and cash equivalents form 21% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Financial Advisory Consultants,Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Charles Ray Tyler serves?

The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Charles Ray Tyler is charitable organizations with 74 clients and $687.8 million of assets under management. Among the 9 most similar advisory firms, Financial Advisory Consultants has the highest percentage of charitable organizations out of all clients.

The amount of regulatory assets under management is $896.47 million for 268 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Financial Advisory Consultants doesn't advise any private funds.

Careers at Financial Advisory Consultants,Inc.

The company employs 17 people that are either part- or full-time employees. 35 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Charles Ray Tyler has been acting as President since 1 Jan 2012. Tamara Sillay Richwine joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in Peachtree Corners

The principal office where Financial Advisory Consultants,Inc. performs its advisory services is located at 655 Engineering Drive, Peachtree Corners, GA 30092, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-449-7799 or by fax 770-449-7050. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at cornerstonemgt.net.

Registered investment advisers similar to Financial Advisory Consultants,Inc.

• Andor Capital Management, L.L.C. (Corection, Not Change In Name)
• Mcqueen Financial Advisors
• 3 Edge Asset Management
• Oak Circle Capital Partners
• Valley National Advisers
• Meritage Capital
• Foundation Asset Management
• The Fiduciary Group
• Macquarie Fund Adviser
• American Mortgage Investment Partners Management
• Wellington Shields Capital Management
• Phase 3 Capital Management
• Cove Street Capital
• Blue Water Advisors
• Kosmos Management