FSC Wealth Advisors, LLC
FSC Wealth Advisors, LLC is a registered investment adviser headquartered in Fishkill, New York. The firm serves individual and institutional clients by managing investment portfolios, offering financial advice, and executing wealth management solutions. With a small team (between 5–6 employees), FSC Wealth Advisors operates primarily in the U.S. market. The firm focuses on personal, independent service for its clients. Founded in the early 2010s, it is registered with the SEC and operates under CRD #154382. Employee count is consistently reported as between 5 and 6 across different recent reports.
Investment Strategy
FSC Wealth Advisors, LLC pursues a diversified investment approach focused on constructing portfolios using a mix of exchange-traded funds (ETFs), mutual funds, and individual equities. The firm is active in U.S. large-cap equities and broad market index funds, as reflected in holdings such as SPY, FTSM, and BIL. FSC Wealth Advisors manages client risk through asset allocation, regularly balancing portfolios among equities, fixed income, and alternative investments in response to client objectives and market dynamics. The firm also tactically adds or reduces positions to adapt to market conditions or realize gains, aiming to both grow and preserve client assets over time.
Top Holdings
Equity Positions (74)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 10.86% | $18.8M | 28,257 | $491.44 | $666.18 | +$1.8M |
F FTSM | FIRST TR EXCHANGE-TRADED FD | 6.88% | $11.9M | 199,208 | $59.45 | $59.91 | -$20.2K |
C CWB | SPDR SERIES TRUST | 6.44% | $11.2M | 123,442 | $75.50 | $90.50 | +$957.2K |
B BIL | SPDR SERIES TRUST | 6.44% | $11.2M | 121,661 | $91.48 | $91.75 | +$40.3K |
M MGK | VANGUARD WORLD FD | 4.77% | $8.3M | 20,566 | $322.71 | $402.42 | +$652.3K |