FBB Capital Partners

RIASEC RegisteredEst. 2000
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$751K
Accounts
3,187
Employees
21
Advisory reps
13

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 an independent registered investment adviser, organized as an LLC and operating since 2000. The firm serves high-net-worth individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based advisory work. The firm reports being an active ESG investor, a factor that appears to be integrated into manager selection and portfolio construction. FBB has been recognized in industry rankings, including CNBC’s Top 100 Financial Advisory Firms (2019 and 2020), the Financial Times’ Top 300 RIA Firms (2020), and Forbes’ Top RIA Firms (2024).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 43%, Public Funds/Mutual Funds 30%, Investment Grade Corp Bonds 19%, US Government Bonds 4%, Cash & Cash Equivalents 3%, State & Local Bonds 1%43%
  • Exchange Traded Equities43%
  • Public Funds/Mutual Funds30%
  • Investment Grade Corp Bonds19%
  • US Government Bonds4%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Stein Olavsrud

    Stein Olavsrud

    Chief Compliance OfficerCRD 4055485

Contacts

3 of 12
  • Jaime Quiros

    Jaime Quiros

    Senior Portfolio ManagerCRD 4324788

  • Susan Fulton

    Susan Fulton

    FounderCRD 719294

  • Alejandro Vela

    Alejandro Vela

    Portfolio ManagerCRD 7325972

Unlock 9 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 90

Active vs passive

$750M in ETFs

Passive

96%

$721M

Active

2%

$28.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$173M230,37723.01%
Unlock additional holdings →

Location

Primary office

Bethesda, MD

Montgomery

Location

Bethesda, MD

Headquartered in Bethesda, MD, 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
Montgomery
Address
4520 East West Hwy
Time zone
ET (UTC-5)
Office locations

Similar firms

Trumbower Financial Advisors LLC

RIA

Bethesda, MD

AUM $2BTEAM 11REPS 6

Abrams Bison Investments, L.L.C.

RIA

Bethesda, MD

AUM $3BTEAM 11REPS 2

Potomac

RIA

Bethesda, MD

AUM $3.3BTEAM 36REPS 26

XML Financial Group

RIA

Bethesda, MD

AUM $3.3BTEAM 54REPS 30

Advisorshares

RIA

Bethesda, MD

AUM $1.7BTEAM 11REPS 4

Rotunda Capital Partners, LLC

RIA

Bethesda, MD

AUM $1.6BTEAM 31REPS 5
More RIAs in Bethesda →All Maryland RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth