FBS Securities

RIASEC Registered

Total AUM

$45.3M

Discretionary

$45.3M

100% of AUM

Avg account

$119K

Accounts

381

Employees

Advisory reps

Firm details

Headquarters: Mckinney, Texas
CRD number: 326538
Website: fbsgroup.co
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI58.87%
Individuals32.76%
Pension & Profit Sharing Plans6.56%
Charitable Organizations0.93%
Corporations / Businesses0.88%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

FBS Securities is an independently operated registered investment adviser organized as a corporation with individual ownership. The firm serves both individual/family and institutional clients and functions as a capital allocator — managing portfolios directly while selecting outside managers when appropriate. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and manager selection, and it runs educational seminars. The firm also operates as an insurance broker and uses a mix of fee arrangements (percentage of AUM, hourly and fixed fees). FBS does not identify as an active ESG investor and is not reported as a multi-state or newly formed adviser.