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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-21-2023
- Office Locations
- 1
Office Locations
About FBS Securities
Backed by 40+ years of experience, FBS 401k (FBS Securities) provides full-service retirement plan design, TPA/recordkeeping, and IRS/ERISA and state-law compliance support for small-business employers, plus participant education. The team serves as a 3(21)/3(38) fiduciary for investment selection and offers wealth management and financial planning, including tax and estate planning, for owners and participants.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 133 clients, or 66.5 clients per representative. That equates to $441.2K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on September 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Vehicles
- Services
- Technology
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The full FBS Securities record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
VENUGOPAL RAMAKRISHNAPPA REDDY
Chief Compliance Officer, President
- CRD
- #5125813
- Ownership
- 75% or more
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,683,511 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,683,511 | -- |
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Separately Managed Accounts
SMA allocation detail is available
FBS Securities has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.