F/M Investments LLC
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 304405
- Registered since
- June 28, 2019
- Website
- www.fminvest.com
- Custodians
- U.S. BANCORP INVESTMENTS, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies48.3%
- Corporations / Businesses17.27%
- Pension & Profit Sharing Plans13.2%
- Other Investment Advisers10.29%
- HNWI5.64%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
F/M Investments LLC is an SEC-registered institutional registered investment adviser organized as an LLC and operating since 2019. It positions itself as a capital allocator serving both individual/family and institutional clients. The firm charges a mix of percentage-of-AUM and fixed fees and provides a broad set of advisory services: portfolio management for individuals/small businesses, investment companies, pooled investment vehicles, and institutional clients; pension consulting; and selection of other advisers. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds59%
- Investment Grade Corp Bonds15%
- Exchange Traded Equities14%
- Other5%
- State & Local Bonds4%
Owners & executives
3 of 6
Daniel Skubiz
Chief Investment OfficerCRD 4998301
Gregory Glidden
Chief Equity StrategistCRD 1623764
Alexander Morris
Co-Founder & CEOCRD 6052424
Contacts
3 of 19
Zachary Newcomer
Portfolio ManagerCRD 2927710
David Drzadinski
Portfolio ManagerCRD 2623432
Richard Burling
Portfolio ManagerCRD 2045123
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$728M in ETFs
70%
$511M
21%
$217M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $147M | 1,487,215 | 20.21% |
Location
Washington, DC
District Of Columbia
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- District Of Columbia
- Address
- 3050 K St Nw
- Time zone
- ET (UTC-5)
- Office locations
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