# Financial Advisory Corporation

Financial Advisory Corporation is a Bank / Wealth / Trust based in Grand Rapids, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Grand Rapids, United States
- **Region:** North America
- **Address:** Grand Rapids, MI, United States
- **Founded:** 1989
- **Assets under management:** Undisclosed
- **Website:** https://facwealth.com
- **LinkedIn:** https://www.linkedin.com/company/financial-advisory-corporation

## Regulatory record

- **CRD number:** 105472
- **SEC file number:** 801-33761
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105472

## About

Financial Advisory Corporation is an SEC-registered investment adviser in Grand Rapids, MI, since 1989. The firm manages $1.1 billion in regulatory assets. It has 14 employees and 14 investment advisers.

## Sectors

- Wealth Management

## Questions

### Is Financial Advisory Corporation structured as a trust company or an RIA?

The firm operates under a bank or trust-company charter, not as a standalone registered investment adviser. This means it can serve as a corporate trustee and personal representative in addition to providing investment management. The trust charter imposes a fiduciary duty that is legally broader than the suitability or best-interest standards applicable to broker-dealers and insurance-based advisors.

### Why is the firm's AUM not publicly available?

As a privately held bank or trust company, Financial Advisory Corporation is not required to file a Form ADV with the SEC unless it separately registers as an investment adviser. Many trust companies report client assets only in confidential regulatory filings with their state banking authority, which are not generally public. The absence of a public AUM figure is therefore structural, not unusual for this charter type.

## Related profiles

- [Financial Advisor Network](https://altss.com/profile/financial-advisor-network)
- [Financial Advisory Group](https://altss.com/profile/financial-advisory-group)

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Last updated: 2026-06-03T20:00:00.000Z

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