FCA Corp is a leading global investment management and financial advisory firm, delivering differentiated long-term performance on behalf of clients around the world. Through an integrated approach across our firm, we seek to provide innovative financial solutions and investment vehicles to create lasting value and positive economic impact for our investors, companies, and communities.

Private Wealth Management
Alternative Investment
Mutual Funds
Business & Tax Strategy
Tax Services

- 45 Years of Innovative Financial Solutions -
FCA Corp was founded in 1975 in Wellesley, Massachusetts with the goal of providing holistic advice personalized to each client. Financial planning at that time was still to be recognized as a service, not simply a product. More than 45 years later, FCA Corp continues its service to a global client base with over $400 million in assets under management invested across a wide range of asset classes. Our mission is to deliver enhanced returns and create long term value for our clients, taking an active and accountable approach to generating positive outcomes.

When you partner with FCA Corp, you benefit from the breadth and expertise of the entire firm. FCA Corp’s clients have access to decades of financial and operational experience, broad global and industry expertise, insight into global macro and geopolitical trends, and a powerful network of relationships.

FCA Corp (“FCA”) is an SEC registered investment adviser located in Houston, Texas. FCA may only transact business or render personalized investment advice in those states and international jurisdictions where registered/filed notice or qualifies for an exemption or exclusion from registration requirements. All information and material on this website is believed to be accurate. Nonetheless, nothing on this website should be considered legal, accounting, investment or tax advice on any particular topic. FCA Corp is not a CPA firm. 

Investment Management

FCA Corp

FCA Corp's headquarters in Houston, TX, United States

Robert Scharar

Wes Yuhnke

Shari Manning

Savana Guerrero

Kathleen Colman

The Financial Planning and Analysis Team at FCA Corp is responsible for developing comprehensive financial strategies and analysis to support investment decisions and enhance overall client portfolio performance. This team conducts in-depth research, creates financial models, and provides actionable insights to optimize returns and manage risks, aligning with FCA Corp's mission to deliver enhanced value and positive outcomes for clients.

Financial Planning and Analysis Team

The Leadership Team at FCA Corp is responsible for setting the strategic direction, managing overall operations, and ensuring the execution of the firm's mission to deliver innovative financial solutions and create long-term value for clients. Comprised of key executives including the Founder, President & CEO, Sr. Financial Planner and Vice President, and Chief Investment Officer, this team leverages decades of expertise and insights to drive the firm's performance and maintain its position as a leading global investment management and financial advisory firm.

FCA Corp

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Teams

Financial Planning and Analysis Team

Leadership Team

Offices

FCA Corp

Org chart

Teams

Financial Planning and Analysis Team

Leadership Team

Offices

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