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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Glacier valueCrest legacy +more
- Established Date
- 08-11-2010
- Office Locations
- 1
Office Locations
About FSC Wealth Advisors, LLC
Prosperity Capital Advisors (formerly FSC Wealth Advisors) provides personalized, holistic wealth management for successful professionals, corporate executives, retirees, and business owners. The team pairs tax strategy (including tax-return analysis) with active, tactical portfolio management led by an in-house portfolio manager, plus insurance and estate/legacy planning guidance and business-succession planning. Based in Fishkill, NY; custody support includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES MICHAEL COMBLO
Chief Compliance Officer, Managing Member
- CRD
- #6220665
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Elizabeth Tatis Arcara
--
- CRD
- #7496117
JEFFREY ARNOLD SCOTT
Financial Advisor
- CRD
- #1086020
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,275,982 | $139,108 |
| Non-Discretionary | $0 | -- |
| Total | $122,275,982 | $139,108 |
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Separately Managed Accounts
Total SMA Asset: $91,716,939
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,020,924,192 | 31.2% |
| Private Funds | $557,049,617 | 8.6% |
| Cash | $2,001,492,229 | 30.9% |
| Equity - Exchange | $1,897,855,091 | 29.3% |
| Total | $6,477,321,129 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON FRONTIER SUMMIT | PRIME VECTOR | PYKIFFD0U | BJM | 9.28% | $61,380,818 |
| FUSION ELEMENT | MOMENTUM BEACON | 2WIY64VKT | VGN | 4.55% | $12,299,009 |
| PEAK PIONEER MOMENTUM | FUSION MOMENTUM | FY9RDRYXS | FCAIO | 0.63% | $44,781,380 |
| CATALYST VERTEX MOMENTUM | GLACIER VALUE | E6198U2DN | VXZ | 7.19% | $60,350,117 |
| WAVE CREST RADIAL | UNISON EMBER | 4QA55I9KL | RJQSG | 11.72% | $84,805,696 |
| OAK UNISON | WAVE UNISON | 736W5SG1Z | BSR | 1.80% | $3,914,093 |
| MATRIX HARBOR VALUE | FUSION NORTH | J3EOXWLHV | UGOYB | 3.35% | $89,545,628 |
| ATLAS FOCUS | CATALYST EAGLE | Z4FVSF1KS | OJYSJ | 7.02% | $17,130,024 |