firm profile
FSA Investment Group, LLC
Overview
FSA Investment Group, LLC is an SEC registered investment adviser based in Pensacola, FL, registered since 2012. It reports $762M in assets under management across 124 accounts, with 12 employees. It has 13 investment adviser representatives.
- Reported AUM
- $762M
- Discretionary
- 97%
- Accounts
- 124
- Average account
- $6.1M
- Employees
- 12
- Advisory reps
- 13
- Registered since
- 2012
- Jurisdictions
- 9
As reported in the firm's May 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 3 of 5
- Johnathan David Hosman Managing Member CRD 5503718
- James Andrew Webb Member, Chief Investment Officer, Chief Compliance Officer CRD 6058223
- James Randall Wells Chief Compliance Officer CRD 6303185
2 more executive officers, with direct contact details
Advisory reps 3 of 13
- Brett Jeffrey Akers Investment Adviser Rep CRD 5194535
- Matthew William Balka Registered Rep · Investment Adviser Rep CRD 4291803
- Elke Winona Chenevey Investment Adviser Rep CRD 1414197
10 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 212 S Alcaniz St
Pensacola, FL 32502 - County
- Escambia
- Metro area
- Pensacola-Ferry Pass-Brent, FL
- Region
- South
Registrations
- SEC registered
- Registered in 9 jurisdictions
- Website: fsa-ig.com
Every state, with registration dates
Similar firms near Pensacola
- Saltmarsh Financial Advisors, L.L.C.Pensacola, FL$357M AUM
- Kingsman Wealth Management Inc.Pensacola, FL$235M AUM
- Armada AdvisorsPensacola, FL$19M AUM
- Safe Harbor Fiduciary, LLCPensacola, FL$13M AUM
- The Retirement Planners, USA, LLCPensacola, FL$60.3M AUM
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