FSAM LLC

Overview

Fsam LLC is a fee-based investment adviser that focuses on portfolio management for individuals and small businesses. The firm operates as both an advisory business and a registered representative/insurance broker, which lets it combine discretionary portfolio management with brokerage and insurance distribution. Since its SEC registration in 2021, Fsam LLC has shown a clear preference for equity-oriented strategies and employs a percentage-of-AUM fee model. Investment activity centers on exchange-traded equities as the primary building block for client portfolios, while third-party managers are used to access select alternative exposures. The firm serves a mix of individual, family and some institutional clients, and has the capacity to sponsor or manage pooled investment vehicles when it’s appropriate for client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices