# Financial Consulting Associates

Financial Consulting Associates is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 114044
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114044

## About

FINANCIAL CONSULTING ASSOCIATES is a state-registered investment adviser in MONTROSE, CO. The firm manages approximately $33 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds

## Questions

### Who can invest with Financial Consulting Associates?

The firm structures its offerings as pooled investment vehicles for qualified purchasers, a regulatory category limited to individuals with at least $5 million in investable assets and institutions with at least $25 million. This threshold places the firm's client base firmly in the high-net-worth and institutional segment, excluding retail investors.

### Why does the firm maintain such a low public profile?

Many investment advisers that rely on private placements and qualified purchaser exemptions avoid broad marketing to stay within regulatory safe harbors. A low profile also supports a relationship-driven capital-raising model, where the firm accesses capital through existing investor networks rather than public solicitations.

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

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