FSA INVESTMENT GROUP, LLC
SEC RegisteredBridging the gap between traditional values and modern management
About the firm
FSA Investment Group is an American Indian-owned Registered Investment Advisor (RIA) firm that provides sound, independent advice to tribes and high-net-worth individuals. As a boutique investment advisory firm focused on serving Indian Country, they have built strategic partnerships that allow them to leverage the extensive research and analysis of a larger firm.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Trust and Endowment Services (formation and management), Enterprise Funds (structuring, monitoring and investment of Tribal Operating Funds), Trust Operating Funds (maximizing earnings of Tribal Business and Enterprise Funds), Sovereign Wealth Funds (creation and implementation for strong Tribal governments), and Individual High Net Worth Services (investments for select individuals and families).
Who they serve
Tribes of all sizes across the country and high-net-worth individuals and families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 23 | $10M |
| High Net Worth Individuals | 18 | $80M |
| State/Municipal Entities | 1 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $2,000,000 | 1.00% |
| $2,000,000 - $5,000,000 | 0.75% |
| $5,000,000 - $10,000,000 | 0.50% |
| $10,000,000 - $25,000,000 | 0.35% |
| Above $25,000,000 | 0.30% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FSA INVESTMENT GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.