FSA Investment Group, LLC
Firm details
- Headquarters
- Pensacola, Florida
- CRD number
- 163641
- Registered since
- April 30, 2012
- Website
- www.fsa-ig.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other84.74%
- HNWI10.56%
- Corporations / Businesses3.34%
- Individuals1.36%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
FSA Investment Group, LLC is an SEC-registered investment adviser (registered in 2012) that serves individuals, families and institutional clients. The firm operates as an insurance broker and provides a mix of advisory services including financial planning, portfolio management for individuals, small businesses and institutions, pension consulting advice, selection of other advisers, and educational seminars. Fee arrangements include percentage-of-AUM and fixed-fee structures. FSA identifies itself as a capital allocator and is not characterized as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds42%
- US Government Bonds35%
- Cash & Cash Equivalents10%
- State & Local Bonds6%
- Private Funds5%
Owners & executives
2 of 2
James Webb
Partner, Chief Investment OfficerCRD 6058223
Matthew Durham
Chief Operating OfficerCRD 4416664
Contacts
3 of 11
Brett Akers
Director of InvestmentsCRD 5194535
Nancy Lowrey
PartnerCRD 4143727
Skyler Erben
Director of Business DevelopmentCRD 7077791
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$369M in ETFs
74%
$272M
10%
$97.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $122M | 4,079,255 | 33.16% |
Location
Pensacola, FL
Escambia
Location
Pensacola, FL
Headquartered in Pensacola, FL, anchoring the Pensacola-Ferry Pass, FL-AL metro in the South.
- Metro area
- Pensacola-Ferry Pass, FL-AL
- Region
- South
- County
- Escambia
- Address
- 212 S Alcaniz St
- Time zone
- ET (UTC-5)
- Office locations
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