FSC Advisors LLC

RIASEC Registered
Total AUM
$17.1M
Discretionary
$17.1M
100% of AUM
Avg account
$152K
Accounts
113
Employees
1
Advisory reps
1

Firm details

Headquarters
North Canton, Ohio
CRD number
173892
Custodians
TRADE-PMR INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

FSC Advisors LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses. Its fee model mixes an assets-under-management percentage with hourly billing. FSC Advisors does not present itself as a multi-state or pension consultant adviser and is not flagged as an active ESG investor. Industry relationships noted in filings include affiliations with an accountant and an insurance company, which likely support tax, reporting and insurance product access.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 66%, Cash & Cash Equivalents 19%, Exchange Traded Equities 13%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%66%
  • Public Funds/Mutual Funds66%
  • Cash & Cash Equivalents19%
  • Exchange Traded Equities13%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Robert Everett

    Robert Everett

    MGRMCRD 2450769

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

North Canton, OH

Stark

Location

North Canton, OH

Headquartered in North Canton, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Stark
Address
920 S Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth