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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Capital
- Established Date
- 01-25-2005
- Office Locations
- 52
Office Locations
About Nfsg Corporation
NFSG Corporation is a wealth management firm serving retail and institutional clients, including business owners and entrepreneurs, with personalized portfolio management, retirement income planning, and tax-loss harvesting strategies. Portfolios are ETF-centric and built around tailored investment plans. NFSG's proprietary "Fair Value" numbers by Chief Market Strategist Donald Selkin have appeared on CNBC's pre-market futures board for over 35 years.
Team overview
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Client Personas
Custodian
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Platform
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Owner & Executives
THOMAS JOSEPH CASOLARO
Chairman, CO-CEO
- CRD
- #1812805
- Ownership
- Less than 5%
ROBERT PENDELTON SPITLER
Chief Compliance Officer, Chief Financial Officer, CO-CEO, Finop
- CRD
- #4050312
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DOUGLAS ROY ALBERT
Associate
- CRD
- #1040077
GUY STEVEN AMICO
Executive Chairman
- CRD
- #1723157
Wave radial
Vertex north
- CRD
- #98122
Showing 2 of 75 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,033,361,998 | $295,415 |
| Non-Discretionary | $49,281,517 | $452,124 |
| Total | $1,082,643,515 | $300,151 |
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Separately Managed Accounts
Total SMA Asset: $1,082,643,515
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,220,465,575 | 27.9% |
| Public Funds | $1,997,623,152 | 25.1% |
| Cash | $1,583,772,937 | 19.9% |
| Corporate - Investment Grade | $2,156,796,312 | 27.1% |
| Total | $7,958,657,976 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL LEGACY | PIONEER SIGNAL | Z9VMQSHTM | LDJJ | 12.59% | $17,842,181 |
| PIONEER GLACIER | FOCUS MOMENTUM | QPEFN12HB | GGXI | 7.50% | $41,855,177 |
| RIDGE ALPHA | PRIME EAGLE | RWRLTBC7F | OUM | 12.07% | $68,513,762 |
| FOCUS CREST | FOCUS NORTH | X6NRNHQS7 | AADKQ | 8.50% | $71,628,431 |
| HARBOR MERIDIAN VECTOR | TIMBER HARBOR | PSFE81U7Q | KZCF | 8.49% | $41,603,737 |
| RADIAL HARBOR MERIDIAN | INSIGHT INSIGHT | UOIPD07VU | PCJ | 12.31% | $87,118,417 |
| PATHWAY PIONEER | UNISON SIGNAL | BVLK90YF8 | CNRYU | 9.60% | $19,838,975 |
| CATALYST MOMENTUM | VALUE RADIAL | CRU5XSR5N | FYCI | 0.62% | $74,111,356 |