Fsam LLC

Overview

Fsam LLC is a limited liability company that provides discretionary portfolio management primarily for individuals, families and small-business clients, and also serves certain institutional clients. The firm is registered with the SEC (registered in 2021). Its business activities include acting as a registered representative of a broker-dealer and operating as an insurance broker; the ADV also lists affiliations that include broker-dealer relationships, other investment adviser connections, an insurance company, and roles as sponsor, general partner or managing member of pooled investment vehicles. Fsam charges fees calculated as a percentage of assets under management and is identified as a related adviser in its filings. The firm does not position itself as an ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives