FBD ASSET MGMT

Overview

FBD Asset Mgmt operates as a small, owner-led advisory firm that focuses on discretionary portfolio management for individuals, families and small businesses. The firm runs a fee model tied to assets under management and directs nearly all client relationships on a discretionary basis, indicating a hands-on, manager-driven approach to allocations. Its public filing shows a clear preference for pooled public funds — primarily mutual funds — which suggests the firm favors diversified, manager-selected vehicles over concentrated single-stock portfolios or heavy ETF trading. The adviser does not position itself as an ESG specialist and is not set up as a multistate or pension consultant. It is registered with the SEC and is structured as an LLC with an individual owner; the firm is also identified as having a related adviser relationship, which can indicate affiliation(s) that affect how certain client accounts or strategies are administered.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices