Fsa Investment Group, Llc
- Regulatory AUM
- $762M
- Discretionary
- $736M
- Clients
- 61
- Avg AUM / client
- $12.5M
- Accounts
- 124
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 23 | $10.3M | 1.36% |
| High net worth individuals | 18 | $80.4M | 10.6% |
| Charitable organizations | 1 | $116K | 0.02% |
| Corporations and other businesses | 4 | $25.4M | 3.34% |
| Other | 15 | $646M | 84.7% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nancy Mcghee Lowrey | Member/Investment Advisor Representative | Mar 2012 (14y) | 50% – 75% | |
| Johnathan David Hosman | Managing Member | May 2012 (14y) | 25% – 50% | |
| James Randall Wells | Member/Investment Advisor Representative | Feb 2014 (12y) | 10% – 25% | |
| Elke Winona Chenevey | Member/Investment Advisor Representative | Mar 2021 (5y) | 5% – 10% | |
| James Andrew Webb | Member/Chief Investment Officer/Chief Compliance Officer | CFA | Jan 2023 (4y) | 5% – 10% |
| Daniel Kopack | Registered representative | Apr 2013 (13y) | ||
| Brett Jeffrey Akers | Registered representative | Jul 2017 (9y) | ||
| Skyler Tate Erben | Registered representative | CFP | Aug 2023 (3y) | |
| James Paul Hosman | Registered representative | Mar 2025 (1y) | ||
| Matthew William Balka | Registered representative | Mar 2025 (1y) | ||
| Kyle R Epstein | Registered representative | Apr 2025 (1y) | ||
| Mark H Nichols | Registered representative | Jun 2025 (1y) | ||
| Matthew Christopher Durham | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $736M (97% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗