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
13
Offices
7 offices
Total Clients
61
Primary office
PENSACOLA, FL
212 SOUTH ALCANIZ STREET, PENSACOLA, FL, United States
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 March 20, 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 Employees13
Clients per Employee5:1
10Y Employee Change+3 (+30.0%)
* 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.