FBB Capital Partners

RIASEC Registered

Total AUM

$2.4B

Discretionary

$2.4B

100% of AUM

Avg account

$751K

Accounts

3,187

Employees

Advisory reps

Firm details

Headquarters: Bethesda, Maryland
CRD number: 108967
Registered since: August 4, 2000
Website: www.fbbcapitalpartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals88.95%
HNWI10.29%
Charitable Organizations0.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

FBB Capital Partners is a limited liability company operating as an independent registered investment adviser. The firm is SEC-registered (initial registration 2000) and is owned by an individual principal. Its client mix spans high-net-worth individuals and families as well as institutional clients. Fee arrangements include percentage-of-AUM billing plus the option for hourly and fixed-fee engagements. Core advisory services are financial planning and portfolio management for individuals, small businesses, and institutional entities. The firm reports active consideration of ESG factors in its investment process. The firm has received several industry recognitions, including placements on CNBC’s Top 100 Financial Advisory Firms lists (2019 and 2020), the Financial Times Top 300 RIA Firms (2020), and Forbes’ Top RIA Firms list (2024).