F/M Investments LLC
Washington, DC·SEC-registered · CRD #304405
F/M Investments LLC is an SEC-registered investment advisory firm in Washington, DC managing $18B across 5.9k client accounts, with 46 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$18B
Client accounts
5.9k
Advisory staff
46
Fee model
Fee-based
How F/M Investments LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about F/M Investments LLC
How much does F/M Investments LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), F/M Investments LLC reports $18B in regulatory assets under management across roughly 5.9k client accounts.
How does F/M Investments LLC charge?
F/M Investments LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is F/M Investments LLC a fiduciary?
Yes. F/M Investments LLC is registered with the U.S. Securities and Exchange Commission (CRD #304405), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is F/M Investments LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks F/M Investments LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from F/M Investments LLC's public SEC Form ADV filing (CRD #304405, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of F/M Investments LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with F/M Investments LLC? Claim this profile.