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AdvisorCensus / Financial advisors / Tennessee / Memphis / FSG Wealth Advisors, LLC

FSG Wealth Advisors, LLC

Memphis, TNState-registered investment adviserCRD 330709

Filed as FSG WEALTH ADVISORS, LLC

FSG Wealth Advisors, LLC is a state-registered investment advisory firm in Memphis, TN, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

2 years
registered since 2024
$20,800,225
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is FSG Wealth Advisors, LLC compensated?

On its Form ADV (Item 5.E, October 2026), FSG Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

Where is FSG Wealth Advisors, LLC located?

FSG Wealth Advisors, LLC's principal office is in Memphis, TN, according to its Form ADV.

Is FSG Wealth Advisors, LLC registered with the SEC or a state?

FSG Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330709.

How much does FSG Wealth Advisors, LLC manage?

FSG Wealth Advisors, LLC reports $20,800,225 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

What types of clients does FSG Wealth Advisors, LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13); high net worth individuals (6).

Does FSG Wealth Advisors, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330709

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$20,800,225

$20,800,225 as of October 2026, filing dated February 18, 2026.

Discretionary: $20,800,225.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 13 Assets $4,091,891 (20%)
High net worth individuals
Clients 6 Assets $16,708,334 (80%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2024 (2 years)
Employees
Total: 5. Performing investment advisory functions: 4.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
TN

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
fsgwealthadvisors.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. FSG Wealth Advisors, LLC (CRD 330709): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/fsg-wealth-advisors-llc-memphis-tn-330709