Fsc Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fishkill, NY. Its latest Form ADV filing, dated March 30, 2026, reports $122M in regulatory assets under management, 5 employees, 2 offices, and 879 accounts.
Assets Under Management
$122M
Employees
5
Offices
2 offices
Total Clients
688
Primary office
FISHKILL, NY
1 SUMMIT COURT, SUITE 100, FISHKILL, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.4% of total clients.
Top client categories% of clientsClients
1
Individuals
98.4%
677
2
HNWI
1.3%
9
3
Pooled Investment Vehicles
0.3%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$122Mas of March 30, 2026
Discretionary100.0%
$122M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$122M
Total Accounts879
10Y AUM Change+$23M (+22.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee138:1
10Y Employee Change-3 (-37.5%)
* 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.