RIA Intel›Advisers›District of Columbia›F/M INVESTMENTS LLC

F/M INVESTMENTS LLC

Advisory

N·WASHINGTON, DC

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$17.7B

1-Year AUM Growth

+500.0%

3-Year CAGR

+85.0%

Employees

46

Assets Under Management

Total AUM$17.7B

Discretionary AUM$17.6B

Non-Discretionary AUM$92M

Discretionary %99.5%

Total Clients4,484

Team

Total Employees46

Investment Advisers83

Employee Growth (1Y)+337.5%

Filing History

Total Filings on Record34

First FilingMay 28, 2019

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 34 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on F/M INVESTMENTS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.