# Fusco Financial Services Inc

> Fusco Financial Services Inc is an SEC-registered investment advisory firm in Wilton Manors, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 7, 2026.

- CRD: 106841
- Filed as: FUSCO FINANCIAL SERVICES INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wilton Manors, FL
- Filing period: October 2026
- Form ADV filing dated: January 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106841
- AdvisorCensus page: https://advisorcensus.com/firm/fusco-financial-services-inc-wilton-manors-fl-106841

## Quick answers

**How is Fusco Financial Services Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Fusco Financial Services Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fusco Financial Services Inc located?**
Fusco Financial Services Inc's principal office is in Wilton Manors, FL, according to its Form ADV.

**Is Fusco Financial Services Inc registered with the SEC or a state?**
Fusco Financial Services Inc is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 106841.

**How much does Fusco Financial Services Inc manage?**
Fusco Financial Services Inc reports $159,262,257 in regulatory assets under management in its Form ADV filing dated January 7, 2026 (99% discretionary).

**How have Fusco Financial Services Inc's assets and staff changed since 2021?**
In the Form ADV data for Fusco Financial Services Inc: Regulatory assets under management: $118,149,775 in the October 2021 data and $159,262,257 in the October 2026 data, up 35%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fusco Financial Services Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (85); high net worth individuals (48).

**Which custodians does Fusco Financial Services Inc use?**
Fusco Financial Services Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Fusco Financial Services Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106841

**What changed in Fusco Financial Services Inc's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $143,430,737 to $159,262,257 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $159,262,257
- Discretionary: $157,296,462
- Non-discretionary: $1,965,795

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 85 | $32,318,529 |
| High net worth individuals | 48 | $120,076,880 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $6,866,848 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fusco-finl.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $118,149,775 | 3 | January 25, 2021 |
| October 2022 | $133,147,000 | 3 | March 11, 2022 |
| October 2023 | $117,749,817 | 2 | January 5, 2023 |
| October 2024 | $118,824,107 | 2 | June 17, 2024 |
| October 2025 | $143,430,737 | 2 | March 5, 2025 |
| October 2026 | $159,262,257 | 2 | January 7, 2026 |

Regulatory assets under management: $118,149,775 in the October 2021 data and $159,262,257 in the October 2026 data, up 35%.
Total employees: 3 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $143,430,737 to $159,262,257 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fusco Financial Services Inc (CRD 106841): Form ADV filing data as of October 2026.