Fbmc Retirement Solutions, LLC

RIASEC RegisteredEst. 2025
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
7

Firm details

Headquarters
Tallahassee, Florida
CRD number
334707
Registered since
March 27, 2025
Website
fbmc.com
Fee structure
Percentage of AUM
Services
Pension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fbmc Retirement Solutions, LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm identifies as a capital allocator serving institutional clients, with a fee model based on a percentage of AUM. Its core advisory activities center on pension consulting, manager selection, and running educational seminars and workshops for plan sponsors and institutional decision‑makers. The firm reports an affiliation with an insurance company and notes it is not an active ESG investor. Ownership is listed as a domestic entity/individual.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • David Faulkenberry

    President and CEOCRD 8046345

  • Richard Farris

    Richard Farris

    Chief Growth OfficerCRD 5064417

Contacts

3 of 5
  • Bracken Longhurst

    Vice PresidentCRD 8196394

  • Kevin Grady

    SecretaryCRD 8196395

  • Rocky Hallows

    CRD 8196396

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Tallahassee, FL

Leon

Location

Tallahassee, FL

Headquartered in Tallahassee, FL, in the South of the United States.

Region
South
County
Leon
Address
3101 Session Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth