FALCON FINANCIAL

FALCON FINANCIAL of SALISBURY, NC is an SEC-registered investment adviser (CRD 160615). Regulatory assets under management: $101.4M.

Registration

• CRD: 160615
• Type: Registered investment adviser
• Location: 200 STATESVILLE BLVD, SALISBURY, NC, 28144
• Phone: 704-603-4177
• Latest filing: 2026-02-22
• Regulatory AUM: $101.4M
• Discretionary AUM: $101.4M
• Clients: 4
• Accounts: 632

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 160615 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search