FSG WEALTH ADVISORS, LLC

Overview

FSG Wealth Advisors, LLC is an independent registered investment adviser that focuses on providing fee-based financial planning and portfolio management to individual and family clients. The firm runs a discretionary model for its clients and shows a clear preference for equity-centered portfolios, using exchange-traded instruments as the core building blocks. As an adviser organized as a limited liability company with an individual owner, it operates with a small-client focus and positions itself to manage concentrated, customized accounts rather than large institutional mandates. The firm’s business model is percentage-of-AUM fee based and targets individuals and families, delivering ongoing portfolio oversight alongside planning services. Its activity profile indicates selective use of third-party alternative managers rather than direct principal investing, meaning alternatives are accessed through external funds rather than an in-house private markets platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices