FAI Capital Management

RIASEC RegisteredEst. 2008

Total AUM

$842M

Discretionary

0% of AUM

Avg account

$70.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Tampa, Florida
CRD number: 147025
Registered since: October 10, 2008
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: State / Municipal Government100%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

FAI Capital Management is an institutional registered investment adviser organized as a corporation and operating since 2008. The firm functions as a capital allocator to institutional clients and offers portfolio management for individuals, small businesses and institutions, as well as selection of third‑party advisers. Its business activities include other financial product sales, and it is registered as a municipal advisor. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly, fixed and other fee structures. The firm does not identify as an active ESG investor and is not designated as a multi‑state adviser.