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 limited liability company established in 2019 that operates as an institutional registered investment adviser and capital allocator. The firm serves both individual and family clients as well as institutional investors, offering portfolio management across individual accounts, pooled vehicles, investment companies and business or institutional mandates. Its service mix includes pension consulting and the selection of third‑party advisers. Compensation is a mix of percentage-of-AUM and fixed fees. The firm does not identify 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 5
Alexander Morris
Co-Founder & CEOCRD 6052424
Daniel Skubiz
Chief Investment OfficerCRD 4998301
Barry Julien
Chief Investment OfficerCRD 1955144
Contacts
3 of 15
Rick Bell
Vice PresidentCRD 5296037
Justin Hennessy
Director Of Portfolio ManagementCRD 4199657
Keith Weldon
Senior Portfolio ManagerCRD 4955024
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
- 900 19th St Nw
- Time zone
- ET (UTC-5)
- Office locations
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