Asset manager · Pensacola, FL
FSA Investment Group, LLC
SEC-registered investment adviser · CRD 163641 · SEC 801-76511
At a glance
FSA Investment Group, LLC is an SEC-registered investment adviser based in Pensacola, Florida, with $762 million in regulatory assets under management as of its Form ADV filed May 27, 2026. Its largest client group by assets is other, and it reports 41 individual clients. By Form ADV it is a asset manager, ranked 1,491st of 3,218 asset managers and 6,265th of 17,210 SEC-registered advisers by assets.
Main office 850-696-1550fsa-ig.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $762M
- Rank among asset managers
- #1,491 of 3,218
- Rank among all SEC RIAs
- #6,265 of 17,210
- Rank in Florida
- #327 of 1,090
- Individual clients
- 41
- High-net-worth clients
- 18
- Accounts
- 124
- Discretionary
- 97% of AUM
- Employees
- 12
- Advisory staff
- 12
- Offices
- 8
Owners and executives on its Form ADV
- Nancy M. LowreyMember/investment Advisor Representative
- Johnathan D. HosmanManaging Member
- James R. WellsMember/investment Advisor Representative
- James A. WebbMember/chief Investment Officer
- Matthew C. DurhamChief Compliance Officer, COO
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: FSA Securities LLC.
- FSA Securities LLC ↗CRD 329668
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other | 15 | $646M | 85% |
| High-net-worth individuals | 18 | $80M | 11% |
| Corporations or other businesses | 4 | $25M | 3% |
| Individuals | 23 | $10M | 1% |
| Charitable organizations | 1 | $0M | <1% |
Private funds
FSA Investment Group, LLC reports 1 private funds with $40M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
FSA Investment Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗fsa-ig.com ↗
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The full record on FSA Investment Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,017 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does FSA Investment Group, LLC manage?
FSA Investment Group, LLC reports $762 million in regulatory assets under management across 124 accounts, 97% of it on a discretionary basis, on its Form ADV filed May 27, 2026.
What kind of firm is FSA Investment Group, LLC?
FSA Investment Group, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are FSA Investment Group, LLC’s clients?
By assets, its largest client types are other ($646 million, 15 clients); high-net-worth individuals ($80 million, 18 clients); corporations or other businesses ($25 million, 4 clients).
Does FSA Investment Group, LLC manage private funds?
Yes. It reports 1 private funds with $40 million in gross assets, including private equity funds.
Does FSA Investment Group, LLC have any disciplinary history?
FSA Investment Group, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is FSA Investment Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →