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- Custodian
- Security Benefit
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-14-1994
- Office Locations
- 1
Office Locations
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.
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 25 clients, or 25 clients per representative. That equates to $440.0K in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on July 29, 2024. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Platform
- Services
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The full FVS Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
FRANK VINCENT SAPARETO
Owner
- CRD
- #2274877
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
FVS Financial has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.