FSC Advisors LLC
Firm details
- Headquarters
- North Canton, Ohio
- CRD number
- 173892
- Custodians
- TRADE-PMR INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
FSC Advisors LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses. Its fee model mixes an assets-under-management percentage with hourly billing. FSC Advisors does not present itself as a multi-state or pension consultant adviser and is not flagged as an active ESG investor. Industry relationships noted in filings include affiliations with an accountant and an insurance company, which likely support tax, reporting and insurance product access.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Cash & Cash Equivalents19%
- Exchange Traded Equities13%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Robert Everett
MGRMCRD 2450769
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
North Canton, OH
Stark
Location
North Canton, OH
Headquartered in North Canton, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Stark
- Address
- 920 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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