FSA INVESTMENT GROUP, LLC

FSA INVESTMENT GROUP, LLC of PENSACOLA, FL is an SEC-registered investment adviser (CRD 163641). Regulatory assets under management: $761.8M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

Officers, owners & control persons (17)

NameRoleLocation
ALEXANDER J JAMESCHIEF COMPLIANCE OFFICERPalm Beach Gardens, FL
James Randall WellsMEMBER/INVESTMENT ADVISOR REPRESENTATIVE
Nancy Mcghee LowreyMEMBER/INVESTMENT ADVISOR REPRESENTATIVE
Johnathan David HosmanMANAGING MEMBER
Elke Winona CheneveyMEMBER/INVESTMENT ADVISOR REPRESENTATIVE
James Andrew WebbMEMBER/CHIEF INVESTMENT OFFICER; MEMBER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER
Matthew Christopher DurhamCHIEF COMPLIANCE OFFICER, COO
LOWREY NANCY MCHIEF EXECUTIVE OFFICER
LOWREY NANCY MCGHEECHIEF EXECUTIVE OFFICER; MANAGING MEMBER; MEMBER/INVESTMENT ADVISOR REPRESENTATIVE
HOSMAN JOHNATHAN DAVIDCHIEF FINANCIAL OFFICER; CHIEF INVESTMENT OFFICER AND CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER (+4 more)
HYNEK ERIN THOMASCHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER
WASDIN BRIDGET MICHELLECHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER (+1 more)
GUPTA SUNILOWNER
FULLER TAYLOR MCHIEF COMPLIANCE OFFICER
WELLS JAMES RANDALLCHIEF COMPLIANCE OFFICER; MEMBER/INVESTMENT ADVISOR REPRESENTATIVE
Chenevey Elke WinonaMEMBER/INVESTMENT ADVISOR REPRESENTATIVE
WEBB JAMES ANDREWMEMBER/CHIEF INVESTMENT OFFICER; MEMBER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER

Private funds (1)

FundTypeFormedOwnersGross asset valueMin investment
PROSPECTA TRIBAL FUND I, LPPrivate Equity FundDelaware0$40.0M$5.0M

Branch offices (14)

CityStateEmployeesPhone
1(850) 696-1550
1(850) 696-1550
SEATTLEWA1(850) 696-1559
1(850) 426-7419
ATMOREAL12514596910
SAN DIEGOCA1(858) 229-3612
1(775) 420-0176
ATMOREAL12514596910
1(850) 696-1550
1(850) 696-1550
SEATTLEWA1(850) 696-1559
1(850) 426-7419
SAN DIEGOCA1(858) 229-3612
1(775) 420-0176

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