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FS GLOBAL ADVISOR, LLC

PHILADELPHIA, PA · CRD 167620 · IAPD ↗ · 215-220-6651

$3.01BRegulatory AUM
25Advisory reps
184Employees
0Clients
n/aPlanning clients
2Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — FS GLOBAL ADVISOR, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — FS GLOBAL ADVISOR, LLC grew from 15 to 25 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
January 2025 — FS GLOBAL ADVISOR, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
January 2025 — FS GLOBAL ADVISOR, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
May 2024 — FS GLOBAL ADVISOR, LLC reported RAUM up 27% ($2.09B -> $2.65B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
May 2024 — FS GLOBAL ADVISOR, LLC now reports 1 private fund(s) ($249.2M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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