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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| FSA Investment Group LLC
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|---|---|
| CRD # | 163641 |
| SEC # | 801-76511 |
| CIK # | 0002051584 |
| AUM | $709.5 M (2025-07-11) |
| Employees | 14 (100% Investors, 0% Brokers) |
| Phone | 850-696-1550 |
| Address | 212 South Alcaniz Street Pensacola, FL 32502 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.6 | ||
| Microsoft Corp | 0.3 | ||
| Nvidia Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 9.3 |
| (b) Individuals (high net worth individuals) | 18 | 77.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 2 | 13.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 13.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 19.9 |
| (n) Other | 13 | 576.0 |
| Total | 152 | 709.5 |
| By Discretionary | ||
| Discretionary | 129 | 683.6 |
| Non-Discretionary | 23 | 25.9 |
| Total | 152 | 709.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 709.5 | |
| Total | 152 | 709.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002051584] |
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