Fmsa is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 6, 2026, reports $216M in regulatory assets under management, 20 employees, 5 offices, and 1,784 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.0% of total clients.
Top client categories% of clientsClients
1
Individuals
81.0%
1,046
2
HNWI
16.9%
218
3
Pension Plans
2.1%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$216Mas of April 6, 2026
Discretionary63.0%
$136M
63% of total RAUM63.0%
Non-discretionary37.0%
$80M
37% of total RAUM37.0%
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$216M
Total Accounts1,784
10Y AUM Change+$101M (+88.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee65:1
10Y Employee Change+14 (+233.3%)
* 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.