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Request a Free TrialFirm Details
- Custodian
- First Clearing · Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-21-2015
- Office Locations
- 1
Office Locations
About FSC Advisors LLC
FSC Advisors LLC is an Osaic-affiliated advisory firm providing wealth management and asset management support. It sits within Osaic’s service-driven community of financial professionals, focused on helping advisors deliver planning and guidance to individuals and families. Investment activity is concentrated in public funds and ETFs, with cash plus smaller allocations to investment-grade corporate and municipal bonds. Custody includes Trade-PMR.
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 1 advisory representatives and 226 clients, or 226 clients per representative. That equates to $75.8K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on February 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full FSC Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT JAMES EVERETT
Chief Compliance Officer
- CRD
- #2450769
- 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 | $17,133,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,133,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
FSC Advisors LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.