Fsc Wealth Advisors, Llc
- Regulatory AUM
- $122M
- Discretionary
- $122M
- Clients
- 688
- Avg AUM / client
- $178K
- Accounts
- 879
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 677 | $79.4M | 65.0% |
| High net worth individuals | 9 | $11.8M | 9.65% |
| Pooled investment vehicles (non-investment companies) | 2 | $30.6M | 25.0% |
| Corporations and other businesses | Fewer than 5 clients | $490K | 0.4% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Michael Comblo | Managing Member & Chief Compliance Officer | Jan 2018 (9y) | 75% or more | |
| Jeffrey Arnold Scott | Registered representative | Aug 2021 (5y) | ||
| Elizabeth Tatis Arcara | Registered representative | Dec 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Educational seminars/workshops
Custody
Reported custodians
- Broadridge Business Process Outsourcing, Llc $46.6M (38% of AUM) Mar 2026
- National Financial Services (Fidelity) $45.1M (37% of AUM) Mar 2026
- Newport Group Securities, Inc. $44.3M (31% of AUM) Jul 2020
- Charles Schwab & Co. $30.6M (25% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗