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
Fee structure
Percentage of AUM
Services
Pension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fbmc Retirement Solutions, LLC operates as an institutional registered investment adviser organized as a limited liability company. The firm is positioned as a pension consultant and capital allocator serving institution-level clients. Its stated advisory services center on pension consulting, selecting third‑party managers, and running educational seminars and workshops for fiduciaries and plan sponsors. The firm charges fees based on a percentage of assets under management and reports an industry affiliation with an insurance company. Fbmc Retirement Solutions is not identified as an active ESG investor and is presented as focused on institutional retirement plan work rather than retail wealth management.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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
  • Rocky Hallows

    CRD 8196396

  • Kevin Grady

    SecretaryCRD 8196395

  • Bracken Longhurst

    Vice PresidentCRD 8196394

Unlock 2 more contacts

Wealth teams

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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