Fsam LLC

Overview

Fsam LLC is an SEC registered investment adviser based in Alpharetta, GA, registered since 2017. It reports $138M in assets under management across 158 accounts, with 14 employees. It has 15 investment adviser representatives.

Reported AUM

$138M

Discretionary

100%

Accounts

158

Average account

$876K

Employees

14

Advisory reps

15

Registered since

2017

Jurisdictions

5

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• William Heath Hawk President, Chief Executive Officer, Managing Partner CRD 2494928
• Vasileios Alexios Sfyris Managing Partner CRD 4026992
• Brent Taylor Williams Chief Compliance Officer CRD 6041738

Advisory reps 3 of 15

• Jose Antonio Colberg Iturregui Registered Rep · Investment Adviser Rep CRD 6219647
• Luis Currais Lopez Registered Rep · Investment Adviser Rep CRD 856211
• Norma Alejandra Delgado Vicencio Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6987959

12 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1720 Windward Concourse Ste 115
Alpharetta, GA 30005

County

Forsyth

Metro area

Atlanta-Sandy Springs-Alpharetta, GA

Region

South

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: fssec.com

Every state, with registration dates

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