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- 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.
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Owner & Executives
ROBERT JAMES EVERETT
Chief Compliance Officer
- CRD
- #2450769
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,133,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,133,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,133,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $532,948,489 | 32.9% |
| Cash | $377,437,683 | 23.3% |
| Equity - Exchange | $356,378,929 | 22.0% |
| Corporate - Investment Grade | $176,569,560 | 10.9% |
| Municipal Bonds | $176,569,560 | 10.9% |
| Total | $1,619,904,221 | 100.0% |