⌕
Firm profile

Fsa Investment Group, LLC

PENSACOLA, FLCRD 163641Latest ADV May 27, 2026

Fsa Investment Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pensacola, FL. Its latest Form ADV filing, dated March 20, 2026, reports $762M in regulatory assets under management, 13 employees, 7 offices, and 124 accounts.

Assets Under Management
$762M
Employees
12
Offices
7 offices
Total Clients
61
Primary office
PENSACOLA, FL
212 SOUTH ALCANIZ STREET, PENSACOLA, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOMatthew C. Durham
COOMatthew C. Durham
CIOJames A. Webb

Advisory services offered

7 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 37.7% of total clients.
Top client categories% of clientsClients
1
Individuals
37.7%
23
2
HNWI
29.5%
18
3
NATIVE AMERICAN TRIBES
24.6%
15
4
Corporations
6.6%
4
5
Charitable
1.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$762Mas of May 27, 2026
Discretionary96.7%
$736M
97% of total RAUM96.7%
Non-discretionary3.3%
$25M
3% of total RAUM3.3%
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.

Total AUM$762M
Total Accounts124
10Y AUM Change+$455M (+148.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees12
Clients per Employee5:1
10Y Employee Change+2 (+20.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.