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FSAM LLC
CRD 287851File 801-122054
APPROVED
Retail clients
Disclosure events
Filing as of Aug 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$138.4M
Bottom 25% of cohort (national)
Discretionary AUM
$138.4M
Clients
158
158 accounts
Employees
14
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 12, 2021
- Principal office
- 1720 WINDWARD CONCOURSE, SUITE 115, ALPHARETTA, GA, 30005
- Phone
- 770-777-9373
- Website
- https://fssec.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $138.4M
- Discretionary AUM
- $138.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 158
- Non-discretionary accounts
- 0
- Total accounts
- 158
- AUM per client
- $876K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 46 | $96.7M |
| High net worth individuals | 18 | $10.7M |
| Individuals (other than high net worth individuals) | 94 | $30.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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 11- Q11D1
- Q11D2
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.