Casey Kha
FCA · Houston, Texas
Casey Kha is a fee-only financial advisor at FCA in Houston, Texas, who holds the CFP credential. Casey focuses on tax planning, estate & legacy planning and founders (pre-exit). FCA reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Founders
- High earners
Facts
| Firm | FCA |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $623.1M across 563 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5274031 |
| Exams passed | Series 66 (2007) |
| Firm size | 17 employees |
| Disclosures | Reported; see the SEC record |
| Website | fcacorp.com |
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Questions about Casey
Is Casey Kha a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Casey holds no broker registration, and FCA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Casey charge for financial advice?
Casey's firm, FCA, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Casey Kha based?
Casey Kha is based in Houston, Texas.
What does Casey specialize in?
Casey's specialties include tax planning, estate & legacy planning and founders (pre-exit). Casey works with retirees, pre-retirees, executives, founders and high earners.
What credentials does Casey Kha hold?
Casey Kha holds the CFP credential.
Is Casey Kha registered with the SEC?
Yes. Casey Kha is registered as an investment adviser representative in TX (CRD 5274031), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does FCA manage?
FCA reports $623.1M across 563 accounts in assets under management.
How do I contact Casey Kha?
Through Casey's website, fcacorp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- FCA website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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