F
CRD: 122479
FO Investments, LLC
Canton, OH, 44718
3304978270
$27.8M Total AUM
$27.8M Disc. AUM
-- 3Y CAGR
2 Employees
10 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-1998
- Office Locations
- 1
Office Locations
4571 Stephen Circle, NW, Suite 200 Canton OH
About FO Investments, LLC
FO Investments, LLC is a Canton-based RIA. The firm has been operating for 27 years. Managing $27.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$27.8M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
24.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
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Investment Themes
Oak
Investment Vehicles
Capital catalyst
Services
Summit alpha
Owner & Executives
H
HENRY S BELDEN
Chairman
- CRD
- --
- Ownership
- Less than 5%
(868) 949-2505
alpha.bridge@bridgecapital.com
in linkedin.com/in/fusion-oak
J
JOHN THOMAS KONOVSKY
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(245) 868-8829
alpha.ember@harborcapital.com
in linkedin.com/in/vital-radial
I
Insight meridian
Catalyst fusion catalyst
- CRD
- #87416
- Ownership
- 47.4%
(336) 524-1872
optima.timber@momentumcapital.com
in linkedin.com/in/pioneer-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,750,230 | $636,867 |
| Non-Discretionary | $0 | $74,720 |
| Total | $27,750,230 | $622,266 |
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Separately Managed Accounts
Total SMA Asset: $27,750,230
Equity - OTC:
21.5% Equity - Exchange:
38.3% Cash:
40.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,305,427,494 | 21.5% |
| Equity - Exchange | $2,325,482,465 | 38.3% |
| Cash | $2,440,845,825 | 40.2% |
| Total | $6,071,755,784 | 100.0% |