WILTON MANORS, FLCRD 106841Latest ADV January 7, 2026
Fusco Financial Services Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Wilton Manors, FL. Its latest Form ADV filing, dated January 7, 2026, reports $159M in regulatory assets under management, 2 employees, and 134 accounts.
Assets Under Management
$159M
Employees
2
Offices
--
Total Clients
133
Primary office
WILTON MANORS, FL
2402 NE 8TH AVE., WILTON MANORS, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.9% of total clients.
Top client categories% of clientsClients
1
Individuals
63.9%
85
2
HNWI
36.1%
48
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$159Mas of January 7, 2026
Discretionary98.8%
$157M
99% of total RAUM98.8%
Non-discretionary1.2%
$2M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$159M
Total Accounts134
10Y AUM Change+$41M (+34.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee67:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.