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Fsa Advisors, Inc.

● SEC registered since 2021CRD 286251SEC# 801-120474Troy, MI
Export (members)
Reg. AUM
$573.4M
Employees
31
Accounts
4,406
Location
Troy, MI

Fsa Advisors, Inc. assets under management

Fsa Advisors, Inc. is a registered investment adviser overseen by the SEC based in Troy, MI. The firm has been registered since 2021. It reports $573.4 million in regulatory assets under management and employs 31 people.

Fsa Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Fsa Marketing Systems Inc ControlOwnerOver 75%2021
Nicholas Andrew Shaheen ControlPresident & Chief Compliance OfficerUnder 5%2017
Richard David James ControlOwnerOver 75%2021

Frequently asked questions

How much does Fsa Advisors, Inc. manage?

Fsa Advisors, Inc. reports $573.4 million in regulatory assets under management on its Form ADV.

How many employees does Fsa Advisors, Inc. have?

Fsa Advisors, Inc. reports 31 employees.

Where is Fsa Advisors, Inc. located?

Fsa Advisors, Inc. is based in Troy, MI and has been SEC-registered since 2021.

Does Fsa Advisors, Inc. disclose fund performance?

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

Contact & registration

Address50 W Big Beaver Rd Suite 500, Troy, MI 48084
Phone(800) 977-9292
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Regulatory AUM

$573.4M▲ 45%
Jan '25 — $396.2MFeb '25 — $396.2MMar '25 — $396.2MApr '25 — $396.2MMay '25 — $396.2MJun '25 — $396.2MJul '25 — $396.2MAug '25 — $396.2MSep '25 — $396.2MOct '25 — $396.2MNov '25 — $396.2MDec '25 — $396.2MJan '26 — $396.2MFeb '26 — $573.4MMar '26 — $573.4MApr '26 — $573.4MMay '26 — $573.4MJun '26 — $573.4M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers

Assets under management

$573.4Mregulatory AUM
Discretionary $570.5MNon-discretionary $2.8M