Fs Advisors Inc. (Atmore)

Name: Fs Advisors Inc.
Address: 110 Brookwood Road, Atmore, AL, 36502
Telephone: (251) 368-9430

Fs Advisors Inc. is a large advisory firm based in Atmore. It manages $385.53 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Alabama, Arizona, California, and 4 other states.

Fs Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, educational seminars and workshops, and services to tribal clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fs Advisors: assets under management

The assets under management (AUM) of Fs Advisors Inc. is $385.53 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $385.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.01 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fs Advisors Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fs Advisors Inc.

Bridget Michelle Wasdin joined the executive team most recently as the Chief Operations Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Nancy M Lowrey	Chief executive officer	1 Mar 2012	75% - 100%	4143727
Johnathan David Hosman	Chief operating officer	1 Mar 2012	Other	5503718
Erin Thomas Hynek	Chief compliance officer	1 Mar 2012	Other	2471644
Nancy Mcghee Lowrey	Chief executive officer	1 Mar 2012	75% - 100%	4143727
Bridget Michelle Wasdin	Chief operations officer	1 Jun 2013	Other	6243620

Based in Atmore

The principal office where Fs Advisors Inc. performs its advisory services is located at 110 Brookwood Road, Atmore, AL 36502 The mailing address of the firm is P.O. Box 738, Atmore, AL 36504. An additional office of the firm is in Pensacola, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (251) 368-9430 or by fax (251) 368-6008. The normal business hours are 8:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.fsadvisorsinc.com.