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FSA INVESTMENT GROUP, LLC
CRD 163641File 801-76511
APPROVED
Retail clients
Filing as of May 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$761.8M
Above cohort median (national)
Discretionary AUM
$736.4M
Non-discretionary $25.4M
Clients
46
124 accounts
Employees
12
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 30, 2012
- Principal office
- 212 SOUTH ALCANIZ STREET, PENSACOLA, FL, 32502
- Phone
- (850) 696-1550
- Website
- HTTP://WWW.FSA-IG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $761.8M
- Discretionary AUM
- $736.4M
- Non-discretionary AUM
- $25.4M
- Discretionary accounts
- 118
- Non-discretionary accounts
- 6
- Total accounts
- 124
- AUM per client
- $16.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $25.4M |
| Charitable organizations | Fewer than 5 | $116K |
| High net worth individuals | 18 | $80.4M |
| Individuals (other than high net worth individuals) | 23 | $10.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 61 | 46 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.