RIA Intel›Advisers›Florida›FSA INVESTMENT GROUP, LLC

FSA INVESTMENT GROUP, LLC

Advisory

N·PENSACOLA, FL

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM

$762M

1-Year AUM Growth

+17.6%

3-Year CAGR

+9.5%

Employees

13

Assets Under Management

Total AUM$762M

Discretionary AUM$736M

Non-Discretionary AUM$25M

Discretionary %96.7%

Total Clients64

Team

Total Employees13

Investment Advisers13

Employee Growth (1Y)+28.6%

Filing History

Total Filings on Record46

First FilingApr 5, 2012

Latest FilingMar 20, 2026

🔒 Full AUM trend chart and 46 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FSA INVESTMENT GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.