FVS Financial
RIAState Registered
Total AUM
$11M
Discretionary
$11M
100% of AUM
Avg account
$367K
Accounts
30
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 117340
- Custodians
- SECURITY BENEFIT LIFE INSURANCE COMPANY
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
FVS Financial operates as a sole proprietorship and is registered as an independent registered investment adviser serving individual and family clients. The firm blends traditional advisory services—financial planning and portfolio management for individuals and small businesses—with pension consulting. In addition to investment advice, the firm conducts real estate brokerage and insurance brokerage activities, which appears to be integrated with its advisory practice. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities90%
- Cash & Cash Equivalents5%
- Other5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations