The FSC WEALTH ADVISORS, LLC is a privately held investment adviser that advises $122.28mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. FSC WEALTH ADVISORS, LLC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets decreased by 32.52% over the last 5-years.
The Group has been registered with the SEC for 15.98 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 1 SUMMIT COURT SUITE 100, FISHKILL, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 5 investment and 0 non-investment staff. The total number of Employees decreased by 44.44% over the last 5-years.
Their $122.28mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $79.42mn or 64.95% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $30.56mn or 24.99% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
FSC WEALTH ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.