Investment adviser · CRD 163641

FSA INVESTMENT GROUP, LLC

Investment adviser filing (IA)

PENSACOLA, FL, United States · Form ADV filed May 27, 2026

Regulatory AUM
$762M
Form ADV · Item 5.F
Client accounts
124
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
12
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Other clients15$645,517,58884.7%
High-net-worth individuals18$80,424,54710.6%
Corporations & businessesFewer than 5$25,411,9953.3%
Individuals23$10,324,6771.4%
CharitiesFewer than 5$116,1350.0%
Filing source

Form ADV 2106314 · May 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PROSPECTA TRIBAL FUND I, LPPrivate Equity Fund · Last reported May 27, 2026$40MGross asset value
Auditor FRANK RIMERMAN + CO. LLP PALO ALTO, California, United States
Custodian GRASSHOPPER BANK, NA GRASSHOPPER BANK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

FRANK RIMERMAN + CO. LLP
PCAOB 1476

Fund details & source
Fund ID
805-1182398782
Reported beneficial owners
0
Minimum commitment
$5M

Form ADV 2106314 · May 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

212 SOUTH ALCANIZ STREET
PENSACOLA, FL, 32502, United States

CRD 163641

Filing source

Form ADV 2106314 · May 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.