FSA INVESTMENT GROUP, LLC

CRD 163641 · SEC 801-76511

Visit website

212 SOUTH ALCANIZ STREET, PENSACOLA, FL, 32502, United States

Phone

(850) 696-1550

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$761.8M

Discretionary AUM

$736.4M

Team

12 total employees; 12 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-27

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsSERVICES TO TRIBAL CLIENTS

Client types

Type	Clients	AUM
Individuals	23	$10.3M
High net worth individuals	18	$80.4M
Charitable organizations	1	$116K
Corporations/business entities	4	$25.4M

States served

AL, AZ, CA, GA, LA, MT, NV, WA, FL

All web addresses on file

HTTP://WWW.FSA-IG.COM
https://www.linkedin.com/company/fsa-investment-group/
https://www.facebook.com/FSAInvestmentGroup

Official SEC filing: View on IAPD