FSA INVESTMENT GROUP, LLC
C30
CRD 163641·SEC 801-76511·PENSACOLA, FL
AUM
$761.8M
$500M-$1B
Est. Revenue
$7.6M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $342.8M
'21 · $382.5M
'22 · $450.3M
'23 · $673.1M
'25 · $709.5M
'26 · $761.8M
'20'26
$342.8M → $761.8M▲ +122%
Client mix
| Individuals Other | 23 |
| Individuals High Net Worth | 18 |
| Other | 15 |
| Corporations | 4 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 7 advisors
'23 · 6 advisors
'25 · 14 advisors
'26 · 13 advisors
'20'26
6 advisors → 13 advisors▲ +117%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
212 SOUTH ALCANIZ STPENSACOLA, FL 32502
Business
212 SOUTH ALCANIZ STPENSACOLA, FL 32502
Edgar Recent Filings
13F-HR2026-04-22 · 0002085853-26-000453
13F-HR2026-01-13 · 0002085853-26-000030
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited