FBS SECURITIES

RIASEC Registered

Total AUM

$45.3M

Discretionary

$45.3M

100% of AUM

Avg account

$119K

Accounts

381

Employees

Advisory reps

Firm details

Headquarters: McKinney, Texas
CRD number: 326538
Website: fbsgroup.co
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI58.87%
Individuals32.76%
Pension & Profit Sharing Plans6.56%
Charitable Organizations0.93%
Corporations / Businesses0.88%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

FBS Securities is structured as a corporation operating as an independent registered investment adviser with an individual owner. The firm serves both individual and family clients as well as institutional relationships, and it also functions as a capital allocator that places client capital with external managers. Its advisory offering combines financial planning with discretionary portfolio management for individuals, small businesses, and institutions, along with services for selecting other advisers and running educational seminars and workshops. The firm also lists insurance brokerage among its business activities and maintains an affiliation with an insurance company. Fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. The firm is not an active ESG investor and is not designated as a multi-state or newly formed adviser.