Fsa Advisors, Inc.
FSA Advisors, Inc. is an investment advisory firm headquartered in Troy, Michigan. Registered with the SEC (CRD #286251) and operating under CIK 0001905627, the firm provides portfolio management and advisory services to retail and institutional clients. Reporting over 1,400 accounts, FSA Advisors focuses on constructing and managing portfolios in accordance with clients’ objectives and risk tolerance. The firm employs a professional team led by Nicholas Shaheen, President & CCO. Founded in Michigan, FSA Advisors continues to serve clients by offering investment solutions tailored to individual and retirement needs.
Investment Strategy
FSA Advisors primarily offers discretionary investment management, tailoring portfolios to individual client needs and objectives. The firm manages portfolios that may include equities, fixed income, ETFs, and other securities, targeting a risk-managed and diversified approach in line with clients’ financial goals. The investment process involves ongoing monitoring, rebalancing, and strategic adjustments based on market conditions and client circumstances. FSA Advisors may also coordinate with third-party asset managers and utilizes multiple strategies to address different risk profiles, emphasizing long-term growth and preservation of capital.
Latest 13F Filing Activity
Fsa Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 158 equity positions with a total 13F market value of $123M. The fund increased holdings in Neos Enhanced Inc. 1 3 MN TBLL Etf, Simplify Exchange Traded Fun Volatility Prem, Capitol Ser TR Sterling Cap Enh among other positions. Fsa Advisors, Inc. reduced exposure to Vanguard Index FDS S&P 500 Etf SHS, Vanguard Tax-managed FDS van Ftse Dev MKT, Invesco QQQ TR among others.
Top Holdings
Equity Positions (158)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CSHI | NEOS ENHANCED INC 1 3 MN TBLL ETF | 2.84% | $3.5M | 70,165 | $49.71 | $49.73 | +$2.7M |
S SVOL | SIMPLIFY EXCHANGE TRADED FUN VOLATILITY PREM | 2.74% | $3.4M | 183,457 | $18.75 | $18.39 | +$2.0M |
C CTA | SIMPLIFY EXCHANGE TRADED FUN MANAGED FUTURES | 2.54% | $3.1M | 116,645 | $27.82 | $26.74 | +$1.3M |
N NVDA | NVIDIA CORP | 2.24% | $2.8M | 17,433 | $117.22 | $157.99 | +$887.8K |
B BUCK | SIMPLIFY EXCHANGE TRADED FUN TREASURY OPT INC | 2.00% | $2.5M | 104,307 | $24.18 | $23.64 | +$1.0M |