FAI Capital Management

RIASEC RegisteredEst. 2008

Total AUM

$842M

Discretionary

0% of AUM

Avg account

$70.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Tampa, Florida
CRD number: 147025
Registered since: October 10, 2008
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: State / Municipal Government100%
Services: Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

FAI Capital Management is an institutional RIA, registered with the SEC since 2008 and owned by an individual. The firm works primarily with institutional clients and describes itself as a capital allocator that provides portfolio management for businesses and institutions and selects external advisers on behalf of clients. Its business activities include other financial product sales, and it is registered as a municipal advisor. Fee arrangements are flexible: the firm uses a mix of percentage-of-AUM billing alongside hourly, fixed-fee, and other charge structures. FAI does not identify as an active ESG investor and is not organized as a multi-state adviser.