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FSA INVESTMENT GROUP, LLC

PENSACOLA, FL · CRD 163641 · IAPD ↗ · fsa-ig.com · (850) 696-1550

$761.8MRegulatory AUM
12Advisory reps
12Employees
1Clients
1-10Planning clients
1Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — FSA INVESTMENT GROUP, LLC now reports 1 private fund(s) ($40.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
45
July 2025 — FSA INVESTMENT GROUP, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
July 2025 — FSA INVESTMENT GROUP, LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — FSA INVESTMENT GROUP, LLC notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — FSA INVESTMENT GROUP, LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
April 2025 — FSA INVESTMENT GROUP, LLC grew from 9 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
March 2025 — FSA INVESTMENT GROUP, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2025 — FSA INVESTMENT GROUP, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
February 2025 — FSA INVESTMENT GROUP, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2025 — FSA INVESTMENT GROUP, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
October 2024 — FSA INVESTMENT GROUP, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
June 2024 — FSA INVESTMENT GROUP, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — FSA INVESTMENT GROUP, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.