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Fmsa

Fmsa. CRD 154136

F

CRD: 154136

Fmsa

Delray Beach, FL
5612892602
www.myfmsa.com
$216.4M Total AUM
$136.4M Disc. AUM
14.2% 3Y CAGR
20 Employees
2,555 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Oak peakPeak delta +more
Established Date
08-23-2010
Office Locations
15

Office Locations

2108 Central Blvd Brownsville TX
412 W. University Ste. 102 Lafayette LA
7400 University AVE, STE E Clive IA

About Fmsa

FMSA is a wealth management and financial planning firm offering retirement, insurance, education and estate planning, with ongoing monitoring and proactive recommendations. The team partners with individuals and families—including business owners and entrepreneurs—on customized investment plans focused on asset allocation and risk management, using vehicles such as mutual funds, ETFs and annuities. Primary custodian: Charles Schwab.

Team overview

-- AVG AGE
$10.8M AVG AUM / ADVISOR
$84.7K AVG AUM / CLIENT
4.4 yrs AVG TENURE
20 Employees
20 Advisory Reps
20 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Optima vital Peak Horizon alpha

Client Personas

Optima beacon Legacy zenith

Custodian

Focus matrix Capital beacon Harbor Beacon ember Signal Pathway Zenith Fusion

Investment Themes

Capital Bridge Matrix

Investment Vehicles

Crest

Services

Peak Unison Focus momentum Oak radial Frontier catalyst Capital Horizon Oak Radial ember Frontier summit

Technology

Optima momentum Vector wave Legacy delta

Owner & Executives

V

VICTOR SCOTT SONNIER

Chief Executive Officer, Investment Advisor

CRD
#3151399
Ownership
75% or more
(527) 714-1808
catalyst.vector@insightcapital.com
in linkedin.com/in/pathway-alpha

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Contacts

M

Maurice V Clarke

--

CRD
#8120060
(738) 685-8764
prime.atlas@embercapital.com
in linkedin.com/in/legacy-delta
J

Jacob R Couch

--

CRD
#8217618
(982) 434-1986
meridian.momentum@horizoncapital.com
in linkedin.com/in/bridge-crest
M

Meridian delta

Catalyst atlas

CRD
#35724
(926) 243-7094
wave.value@foundationcapital.com
in linkedin.com/in/bridge-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-19-2022
03-16-2023
03-15-2024
11-12-2025
04-06-2026
Category Assets AVG. Account size
Discretionary $136,418,187 $95,464
Non-Discretionary $79,959,860 $225,239
Total $216,378,047 $121,288

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Separately Managed Accounts

Total SMA Asset: $216,378,047

$216.4M Total SMA
Private Funds:
15.6%
Equity - OTC:
12.8%
Equity - Exchange:
5.2%
Cash:
24.1%
Corporate - Investment Grade:
13.1%
Municipal Bonds:
11.9%
U.S. Government/Agency:
17.3%
Asset class Assets Assets %
Private Funds $266,091,613 15.6%
Equity - OTC $218,331,580 12.8%
Equity - Exchange $88,697,204 5.2%
Cash $411,077,428 24.1%
Corporate - Investment Grade $223,448,726 13.1%
Municipal Bonds $202,980,141 11.9%
U.S. Government/Agency $295,088,776 17.3%
Total $1,705,715,468 100.0%

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