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 SEC-registered since 2000. The firm serves a mix of individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee arrangements include percentage-of-AUM pricing alongside hourly and fixed-fee options, and the firm does not act as a capital allocator to external managers. The firm identifies as an active ESG investor and integrates environmental, social, and governance considerations into its process. FBB Capital has received industry recognition, including placements on CNBC’s Top 100 Financial Advisory Firms (2019 and 2020), the Financial Times’ Top 300 RIA Firms (2020), and Forbes’ Top RIA Firms list (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

    Chief Compliance OfficerCRD 4055485

Contacts

3 of 12

  • JAIME QUIROS

    Senior Portfolio ManagerCRD 4324788

  • SUSAN FULTON

    FounderCRD 719294

  • 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 85

Active vs passive

$648M in ETFs

Passive

98%

$632M

Active

<1%

$15.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$151M231,52923.34%
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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth