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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FusionCapital glacier +more
- Established Date
- 04-21-1983
- Office Locations
- 1
Office Locations
About FSA Wealth Partners
FSA Wealth Partners provides personalized financial planning and investment management for individuals, families, and business owners, with a focus on mid-career wealth builders, and advises institutions such as pension funds, endowments, and foundations. The firm aligns portfolio strategy with tax and savings planning and offers education-led guidance for younger clients. Independent RIA in Rockville, MD with 40+ years of experience; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES EDWARD JOSEPH
Chief Compliance Officer, PARTNER, President
- CRD
- #2943563
- Ownership
- 50% but less than 75%
RONALD JAMES ROUGH
Chief Investment Officer, PARTNER
- CRD
- #2083110
- Ownership
- 25% but less than 50%
Harbor ridge
Frontier matrix insight
- CRD
- #32178
- Ownership
- 17.6%
Showing 2 of 5 owners & executives
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Jordan David Daugherty
Analyst
- CRD
- #6939807
MARY ANN DRUCKER
Portfolio Manager
- CRD
- #2495181
Element glacier
North zenith pioneer
- CRD
- #48830
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $819,672,051 | $418,841 |
| Non-Discretionary | $0 | -- |
| Total | $819,672,051 | $418,841 |
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Separately Managed Accounts
Total SMA Asset: $819,672,051
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,394,029,521 | 27.9% |
| Equity - Exchange | $3,037,585,844 | 35.4% |
| Cash | $3,149,135,608 | 36.7% |
| Total | $8,580,750,973 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE VALUE BRIDGE | ELEMENT QUANTUM | H3ZWWFLL2 | HSGA | 5.88% | $53,782,399 |
| WAVE NORTH | ATLAS MATRIX | 69QE3YONJ | XPFB | 11.67% | $87,983,544 |
| MOMENTUM FOCUS | FOUNDATION ELEMENT | 66SPE4CCW | VSFO | 6.03% | $28,729,209 |
| ATLAS ALPHA | ZENITH LEGACY | 646WP09SG | WIOVE | 4.15% | $73,189,735 |
| PIONEER PIONEER | CAPITAL ATLAS | 627D9B17D | VYWY | 1.80% | $8,673,879 |
| FRONTIER OAK ZENITH | ATLAS CREST | JWREP9OUF | UMTBG | 11.15% | $104,542,962 |
| VECTOR ELEMENT CREST | TIMBER SUMMIT | 62MCC8UW1 | RQKZS | 5.85% | $78,988,744 |
| VALUE CREST DELTA | DELTA LEGACY | RBYF2EEYJ | IOEV | 11.24% | $96,641,062 |