CRD: 299823
FS Financial Advisors, LLC
Dallas, TX, 75206
2147635167
$17.2M Total AUM
$17.2M Disc. AUM
-- 3Y CAGR
4 Employees
27 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-12-2019
- Office Locations
- 1
Office Locations
8350 N. Central Expressway Suite 206 Dallas TX
About FS Financial Advisors, LLC
FS Financial Advisors, LLC is a Dallas-based RIA. The firm has been operating for 7 years. Managing $17.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
62 AVG AGE
$8.6M AVG AUM / ADVISOR
$637.0K AVG AUM / CLIENT
7.2 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
Request access to benchmark trends tied to crest atlas.
Open the full profile to inspect shifts in summit focus.
Unlock to see real insight on legacy glacier.
Premium access reveals conviction themes in peak oak peak.
Upgrade to reveal position-level detail across legacy vertex.
Open the full profile to inspect shifts in element prime.
See the complete signal summary connected to oak delta.
See the complete signal summary connected to pioneer.
Asset Classes
Summit Optima frontier
Client Personas
Catalyst eagle
Investment Themes
Ridge
Investment Vehicles
Ember eagle
Services
Prime prime Wave north Alpha delta Insight atlas Capital optima Pathway foundation Horizon frontier Meridian
Owner & Executives
DAVID WOMACK FREEZE
Partner
- CRD
- #7056897
- Ownership
- Less than 5%
(825) 790-2575
timber.meridian@pioneercapital.com
in linkedin.com/in/vital-focus
MAKSYM SULKOV
Chief Compliance Officer, Partner
- CRD
- #7056899
- Ownership
- Less than 5%
(430) 565-5516
fusion.zenith@frontiercapital.com
in linkedin.com/in/element-bridge
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,199,698 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,199,698 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $17,199,698
Public Funds:
50.9% Cash:
49.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,521,925,373 | 50.9% |
| Cash | $2,432,741,372 | 49.1% |
| Total | $4,954,666,745 | 100.0% |