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FSA INVESTMENT GROUP, LLC
CRD 163641File 801-76511
APPROVED
Retail clients
Filing as of May 27, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 61 | 46 | decreased by15 |
| Jun 1, 2026 | Employees | 13 | 12 | decreased by1 |
| Apr 1, 2026 | Clients | 64 | 61 | decreased by3 |
| Apr 1, 2026 | AUM | $709,511,444 | $761,794,942 | increased by$52,283,498 |
| Apr 1, 2026 | Accounts | 152 | 124 | decreased by28 |
| Feb 1, 2026 | Employees | 14 | 13 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 13 | 14 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 13 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 70 | 64 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $673,141,508 | $709,511,444 | increased by$36,369,936 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 158 | 152 | decreased by6 |
| Aug 1, 2022 | Employees | 9 | 8 | decreased by1 |
| May 1, 2022 | Employees | 15 | 9 | decreased by6 |
| Apr 1, 2022 | Clients | 63 | 70 | increased by7 |
| Apr 1, 2022 | AUM | $450,278,275 | $673,141,508 | increased by$222,863,233 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FSA INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FSA INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.