RIA Intel›Advisers›California›FM CAPITAL GROUP LLC

FM CAPITAL GROUP LLC

Advisory

OAKLAND, CA

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

Rank in CA

#5,055

of 5,480 advisers by AUM

Average account

$350K

across 9 accounts

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$3M

Discretionary AUM$2M

Non-Discretionary AUM$1M

Discretionary %68.3%

Total Clients9

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

The full client-type breakdown and the share of AUM each category represents.

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