F/M INVESTMENTS LLC
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 304405
- Registered since
- June 28, 2019
- Website
- www.fminvest.com
- Custodians
- U.S. BANCORP INVESTMENTS, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies48.3%
- Corporations / Businesses17.27%
- Pension & Profit Sharing Plans13.2%
- Other Investment Advisers10.29%
- HNWI5.64%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
F/M Investments LLC is a limited liability company that registered with the SEC in 2019 and acts as a capital allocator for both individual/family and institutional clients. The adviser charges a mix of percentage-of-AUM and fixed fees and provides a broad suite of portfolio services: direct portfolio management for individuals, small businesses, pooled vehicles, and institutional clients; pension consulting; and the selection of third‑party advisers. The firm does not identify as an active ESG investor and is listed as having a related adviser relationship.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds59%
- Investment Grade Corp Bonds15%
- Exchange Traded Equities14%
- Other5%
- State & Local Bonds4%
Owners & executives
3 of 7DANIEL SKUBIZ
Chief Investment OfficerCRD 4998301
Gregory Glidden
Chief Equity StrategistCRD 1623764
ALEXANDER MORRIS
Co-Founder & CEOCRD 6052424
Contacts
3 of 19ZACHARY NEWCOMER
Portfolio ManagerCRD 2927710
DAVID DRZADINSKI
Portfolio ManagerCRD 2623432
RICHARD BURLING
Portfolio ManagerCRD 2045123
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$425M in ETFs
54%
$231M
33%
$194M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL CORE FIXED INCOME ETF (DFCF) | Dimensional | Active | Intermediate Core Bond | $128M | 3,036,000 | 30.14% |
Location
Washington, DC
DISTRICT OF COLUMBIA
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- DISTRICT OF COLUMBIA
- Address
- 3050 K St NW
- Time zone
- ET (UTC-5)
- Office locations
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