Fpf Fa L.L.C.
- Regulatory AUM
- $181M
- Discretionary
- $114M
- Clients
- 132
- Avg AUM / client
- $1.4M
- Accounts
- 387
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Jan 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 66 | $22.9M | 12.6% |
| High net worth individuals | 48 | $90.1M | 49.7% |
| Pension and profit sharing plans | 17 | $67.4M | 37.2% |
| Corporations and other businesses | 1 | $915K | 0.5% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Geoffrey Henry Owen | Managing Member & Chief Compliance Officer | CFP | Sep 2020 (6y) | 75% or more |
| Holden Bobb | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/05/2026 | 907 KB | 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
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $114M (63% of AUM) Jan 2026
- Voya Retirement Advisors, Llc $39.3M (22% of AUM) Jan 2026
- The Vanguard Group, Inc. $21.1M (12% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jan 05, 2026.
View current Form ADV (SEC/IAPD) ↗