FSC ADVISORS LLC

RIASEC Registered
Total AUM
$17.1M
Discretionary
$17.1M
100% of AUM
Avg account
$152K
Accounts
113
Employees
1
Advisory reps
1

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

FINTRX

Overview

FSC Advisors LLC is an independent registered investment advisory organized as an LLC and owned by an individual. The firm focuses on serving individuals, families and small-business owners through financial planning and discretionary portfolio management. Its client billing mixes AUM-based fees with hourly charges. FSC Advisors reports no emphasis on ESG investing, is not designated a capital allocator, and is not identified as a multi-state or pension-consulting advisor. The firm lists relationships with accounting and insurance firm partners as part of its referral and service network.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 66%, Cash & Cash Equivalents 19%, Exchange Traded Equities 13%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%66%
  • 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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth