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Fsa Investment Group, LLC

● SEC registered since 2012CRD 163641SEC# 801-76511Pensacola, FL
Export (members)
Reg. AUM
$709.5M
Employees
14
Accounts
152
Location
Pensacola, FL

Fsa Investment Group, LLC assets under management

Fsa Investment Group, LLC is an investment advisory firm registered with the SEC based in Pensacola, FL. The firm has been registered since 2012. It reports $709.5 million in regulatory assets under management and employs 14 people.

Fsa Investment Group, LLC owners & executives

6 reported
NameTitleOwnershipSince
Elke Winona CheneveyMember/Investment Advisor Representative5-10%2022
James Andrew Webb ControlMember/Chief Investment Officer10-25%2023
James Randall Wells ControlMember/Investment Advisor Representative10-25%2022
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Frequently asked questions

How much does Fsa Investment Group, LLC manage?

Fsa Investment Group, LLC reports $709.5 million in regulatory assets under management on its Form ADV.

How many employees does Fsa Investment Group, LLC have?

Fsa Investment Group, LLC reports 14 employees.

Where is Fsa Investment Group, LLC located?

Fsa Investment Group, LLC is based in Pensacola, FL and has been SEC-registered since 2012.

Does Fsa Investment Group, LLC disclose fund performance?

Fsa Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address212 South Alcaniz Street, Pensacola, FL 32502
Phone(850) 696-1550
Office hours8:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$683.6M
Non-discretionary$25.9M
Total (RAUM)$709.5M