FBMC RETIREMENT SOLUTIONS, LLC
Firm details
- Headquarters
- TALLAHASSEE, Florida
- CRD number
- 334707
- Registered since
- March 27, 2025
- Fee structure
- Percentage of AUM
- Services
- Pension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Fbmc Retirement Solutions, LLC operates as an institutional pension consultant and adviser that focuses on selecting outside managers and providing educational programming for plan sponsors. Structured as a limited liability company, the firm positions itself as a capital allocator rather than a traditional retail wealth manager: it advises institutional clients on manager selection, construct-level choices, and implementation pathways rather than holding large pools of retail household accounts. Its fee model is reported as a percentage of assets under management, and its activity footprint is concentrated on pension consulting, third‑party manager selection, and running seminars or workshops for fiduciaries and plan committees. The firm does not identify itself as an active ESG investor and is not listed as a multi‑state adviser. Its affiliation with an insurance company suggests access to insurance‑based products and distribution channels that can play a role in liability‑sensitive solutions for plan sponsors. As a capital allocator, Fbmc Retirement Solutions emphasizes sourcing and vetting external managers and structuring allocations rather than direct day‑to‑day portfolio trading.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2David Faulkenberry
President and CEOCRD 8046345
RICHARD FARRIS
Chief Growth OfficerCRD 5064417
Contacts
3 of 5Rocky Hallows
CRD 8196396
Kevin Grady
SecretaryCRD 8196395
Bracken Longhurst
Vice PresidentCRD 8196394
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TALLAHASSEE, FL
LEON
Location
TALLAHASSEE, FL
Headquartered in TALLAHASSEE, FL, in the South of the United States.
- Region
- South
- County
- LEON
- Address
- 3101 Session Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
SEVEN MILE ADVISORY LLC
RIATALLAHASSEE, FL
PROPER WEALTH
RIATALLAHASSEE, FL
CHIRON CAPITAL MANAGEMENT, LLC
RIATALLAHASSEE, FL
DOUGHERTY FINANCIAL PLANNING, LLC
RIATALLAHASSEE, FL
SEVEN HILLS FINANCIAL, LLC
RIATALLAHASSEE, FL
WEALTH MANAGEMENT CORPORATION
RIATALLAHASSEE, FL