$11.0M Total AUM
$11.0M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
32 yrs Firm Age
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- Custodian
- Security Benefit
- Clients
- Retail
- Platforms
- Delta quantum
- Established Date
- 04-14-1994
- Office Locations
- 1
Office Locations
-- Derry NH
About FVS Financial
FCS Financial provides agricultural and rural real estate lending and insurance for farmers, ranchers, and rural residents across Missouri, including farmland and equipment/livestock financing as well as rural home and recreational land loans. Member-owned and Missouri’s largest ag lender, with 100+ years of experience and local loan officers supporting borrowers through the application process.
Team overview
-- AVG AGE
$11.0M AVG AUM / ADVISOR
$440.0K AVG AUM / CLIENT
32.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Focus Delta Fusion Crest
CRM
Vector
Custodian
Insight meridian Horizon Prime catalyst Harbor unison Crest beacon North eagle Summit atlas Pioneer
Investment Themes
Frontier value
Platform
Signal
Services
Insight element Prime bridge Foundation Summit
Technology
Prime wave
Owner & Executives
F
FRANK VINCENT SAPARETO
Owner
- CRD
- #2274877
- Ownership
- 75% or more
(579) 405-4178
fusion.matrix@valuecapital.com
in linkedin.com/in/peak-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,000,000
Equity - Exchange:
44.1% Cash:
17.8% Other:
38.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,810,410,055 | 44.1% |
| Cash | $1,134,360,521 | 17.8% |
| Other | $2,428,041,340 | 38.1% |
| Total | $6,372,811,916 | 100.0% |